HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.1M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M
5
MSFT icon
Microsoft
MSFT
+$4.46M

Top Sells

1
+$9.14M
2
+$8.72M
3
+$3.71M
4
JD icon
JD.com
JD
+$3.49M
5
TME icon
Tencent Music
TME
+$3.49M

Sector Composition

1 Technology 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$49K 0.01%
471
427
$49K 0.01%
1,823
428
$49K 0.01%
+263
429
$48K 0.01%
+411
430
$47K 0.01%
724
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431
$46K 0.01%
206
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432
$45K 0.01%
890
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433
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121
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434
$45K 0.01%
1,384
435
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469
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436
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1,239
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437
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1,002
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438
$43K 0.01%
104
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$43K 0.01%
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440
$42K 0.01%
287
441
$42K 0.01%
1,115
442
$41K 0.01%
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443
$41K 0.01%
3,347
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445
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446
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448
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+1,539
449
$40K 0.01%
+106
450
$39K 0.01%
783
-1,513
16 17
18
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