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
476
$49K 0.01%
+353
477
$49K 0.01%
3,444
478
$48K 0.01%
2,460
+2,074
479
$47K 0.01%
471
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480
$47K 0.01%
1,823
-1,403
481
$47K 0.01%
4,946
-7,279
482
$46K 0.01%
+1,059
483
$46K 0.01%
225
484
$46K 0.01%
+391
485
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+641
486
$45K 0.01%
588
487
$44K 0.01%
2,000
488
$44K 0.01%
287
489
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2,538
-10,301
490
$44K 0.01%
+2,519
491
$44K 0.01%
377
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492
$44K 0.01%
208
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493
$43K 0.01%
908
494
$43K 0.01%
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495
$42K 0.01%
313
496
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497
$42K 0.01%
430
498
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+2,173
499
$42K 0.01%
536
500
$41K 0.01%
675
18 19
20
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