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
426
$101K 0.01%
+5,247
427
$99K 0.01%
+1,137
428
$97K 0.01%
+1,391
429
$97K 0.01%
+956
430
$97K 0.01%
442
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431
$96K 0.01%
+1,273
432
$96K 0.01%
2,143
-3,118
433
$95K 0.01%
843
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434
$95K 0.01%
710
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435
$95K 0.01%
328
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436
$93K 0.01%
1,740
-2,471
437
$89K 0.01%
+3,501
438
$89K 0.01%
1,377
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439
$89K 0.01%
672
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440
$88K 0.01%
1,943
+1,138
441
$85K 0.01%
410
442
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2,696
-3,588
443
$83K 0.01%
547
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444
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212
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445
$83K 0.01%
+327
446
$81K 0.01%
1,089
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447
$80K 0.01%
1,556
+778
448
$80K 0.01%
+639
449
$78K 0.01%
+1,408
450
$77K 0.01%
+1,353
16 17
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