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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.17M
3
+$6.52M
4
BABA icon
Alibaba
BABA
+$6.21M
5
EDU icon
New Oriental
EDU
+$5.14M

Top Sells

1
+$7.17M
2
+$4.56M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
MCK icon
McKesson
MCK
+$1.03M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.39%
3 Communication Services 12.54%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$58K 0.01%
998
-1,134
452
$58K 0.01%
610
-242
453
$57K 0.01%
446
+442
454
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455
$57K 0.01%
799
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329
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457
$56K 0.01%
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458
$56K 0.01%
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$56K 0.01%
3,475
-1,905
460
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341
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461
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462
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923
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463
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464
$53K 0.01%
784
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465
$53K 0.01%
1,074
-1,638
466
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467
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529
469
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470
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752
471
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472
$51K 0.01%
1,590
473
$51K 0.01%
875
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474
$49K 0.01%
1,287
-1,148
475
$49K 0.01%
147
17 18
19
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