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
451
$215K 0.01%
+1,264
452
$201K 0.01%
+3,984
453
$200K 0.01%
1,199
-924
454
$194K 0.01%
+690
455
$194K 0.01%
+1,052
456
$194K 0.01%
2,290
457
$192K 0.01%
1,265
+67
458
$191K 0.01%
1,705
+1,065
459
$189K 0.01%
1,357
+1,345
460
$189K 0.01%
557
+528
461
$188K 0.01%
+4,381
462
$188K 0.01%
2,279
+2,159
463
$186K 0.01%
+4,995
464
$182K 0.01%
2,043
-1,211
465
$182K 0.01%
+891
466
$181K 0.01%
2,371
+1,272
467
$176K 0.01%
+521
468
$175K 0.01%
2,293
+2,155
469
$174K 0.01%
1,457
+208
470
$174K 0.01%
+363
471
$174K 0.01%
+26,681
472
$173K 0.01%
+2,608
473
$173K 0.01%
+4,957
474
$172K 0.01%
+1,865
475
$171K 0.01%
+1,863
17 18
19
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