HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$25.5M
3
+$22.3M
4
AMZN icon
Amazon
AMZN
+$20.7M
5
AAPL icon
Apple
AAPL
+$20.4M

Top Sells

1
+$13.4M
2
+$10M
3
+$7.06M
4
BABA icon
Alibaba
BABA
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$817K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$118K 0.01%
2,273
402
$118K 0.01%
798
+778
403
$118K 0.01%
9,914
+7,387
404
$117K 0.01%
942
+884
405
$117K 0.01%
1,204
+676
406
$115K 0.01%
295
407
$114K 0.01%
1,134
+1,124
408
$113K 0.01%
+14,623
409
$112K 0.01%
422
-380
410
$112K 0.01%
+1,495
411
$111K 0.01%
4,442
+2,213
412
$110K 0.01%
1,904
-42
413
$109K 0.01%
+1,045
414
$108K 0.01%
+2,907
415
$108K 0.01%
+1,026
416
$106K 0.01%
+893
417
$105K 0.01%
1,193
418
$105K 0.01%
+811
419
$105K 0.01%
2,665
+1,591
420
$105K 0.01%
723
421
$105K 0.01%
400
-420
422
$104K 0.01%
+5,525
423
$104K 0.01%
2,699
-4,092
424
$103K 0.01%
1,260
+1,244
425
$103K 0.01%
243
-62
15 16
17
18 19