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
476
$170K 0.01%
482
-47
477
$169K 0.01%
4,381
478
$165K 0.01%
+6,611
479
$165K 0.01%
+1,714
480
$164K 0.01%
+8,262
481
$161K 0.01%
+8,772
482
$161K 0.01%
+1,254
483
$161K 0.01%
+526
484
$161K 0.01%
+985
485
$160K 0.01%
1,422
486
$158K 0.01%
2,749
+2,146
487
$156K 0.01%
1,433
-4,508
488
$155K 0.01%
+7,137
489
$154K 0.01%
2,349
-10,970
490
$152K 0.01%
1,088
-4,263
491
$151K 0.01%
1,954
+1,823
492
$150K 0.01%
1,290
-185
493
$149K 0.01%
+4,029
494
$149K 0.01%
882
-2,135
495
$149K 0.01%
+8,600
496
$148K 0.01%
+2,778
497
$146K 0.01%
+1,655
498
$143K 0.01%
1,734
+1,707
499
$141K 0.01%
+17,312
500
$141K 0.01%
+3,797
18 19
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