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
26
$7.44M 0.67%
63,116
+45,176
27
$7.12M 0.64%
40,674
+25,430
28
$6.91M 0.62%
97,416
+79,874
29
$6.88M 0.62%
14,816
+14,281
30
$6.5M 0.58%
11,390
+7,897
31
$6.43M 0.58%
9,901
+4,914
32
$6.2M 0.56%
15,542
+10,949
33
$6.17M 0.55%
59,705
-17
34
$6.17M 0.55%
63,540
+31,920
35
$6.09M 0.55%
347,826
-403,500
36
$5.95M 0.53%
119,230
+83,522
37
$5.87M 0.53%
133,724
+3,357
38
$5.7M 0.51%
34,948
+24,785
39
$5.5M 0.49%
124,496
+68,366
40
$5.12M 0.46%
309,649
-5,315
41
$5.06M 0.45%
116,675
+75,751
42
$4.77M 0.43%
27,401
+18,793
43
$4.75M 0.43%
45,100
+8,000
44
$4.69M 0.42%
1,293
+648
45
$4.62M 0.41%
14,854
+7,741
46
$4.6M 0.41%
16,190
+9,862
47
$4.56M 0.41%
9,484
+5,694
48
$4.43M 0.4%
6,344
+2,210
49
$4.34M 0.39%
388,289
-4,694
50
$4.33M 0.39%
30,939
+24,356
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