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
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$34.1M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.7M

Top Sells

1
+$8.64M
2
+$7.83M
3
+$5.49M
4
APH icon
Amphenol
APH
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.04M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$267K 0.01%
2,038
+263
427
$266K 0.01%
1,351
+747
428
$265K 0.01%
560
429
$265K 0.01%
4,496
-9,852
430
$264K 0.01%
+9,419
431
$259K 0.01%
3,306
+3,230
432
$253K 0.01%
+2,978
433
$252K 0.01%
+18,388
434
$250K 0.01%
15,149
+15,114
435
$250K 0.01%
1,983
-4,566
436
$249K 0.01%
+4,477
437
$247K 0.01%
+1,564
438
$247K 0.01%
18,511
439
$241K 0.01%
7,624
+7,556
440
$241K 0.01%
11,296
+8,198
441
$240K 0.01%
1,445
+324
442
$238K 0.01%
3,891
-299
443
$237K 0.01%
+1,531
444
$234K 0.01%
26,969
+26,944
445
$232K 0.01%
+2,761
446
$231K 0.01%
+30,189
447
$229K 0.01%
3,139
-1,507
448
$222K 0.01%
3,840
+2,731
449
$220K 0.01%
948
450
$215K 0.01%
1,968
+1,939
16 17
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