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
451
$77K 0.01%
161
-157
452
$77K 0.01%
1,626
-10,266
453
$76K 0.01%
+425
454
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455
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456
$74K 0.01%
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457
$73K 0.01%
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$73K 0.01%
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459
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460
$71K 0.01%
1,312
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461
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462
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463
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1,912
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465
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430
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467
$66K 0.01%
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471
$66K 0.01%
917
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472
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473
$65K 0.01%
4,425
474
$65K 0.01%
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475
$64K 0.01%
+170
17 18
19
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