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
501
$41K 0.01%
303
502
$41K 0.01%
1,429
-3,819
503
$40K 0.01%
790
-4,614
504
$40K 0.01%
351
505
$40K 0.01%
1,115
-6,762
506
$40K 0.01%
1,018
+473
507
$40K 0.01%
660
+150
508
$40K 0.01%
1,887
509
$39K 0.01%
+700
510
$38K 0.01%
479
+243
511
$38K 0.01%
+3,407
512
$38K 0.01%
853
513
$38K 0.01%
1,075
-1,786
514
$38K 0.01%
+1,384
515
$37K 0.01%
+1,547
516
$37K 0.01%
396
517
$37K 0.01%
120
-1,901
518
$37K 0.01%
1,938
519
$37K 0.01%
447
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520
$37K 0.01%
2,400
+1,200
521
$37K 0.01%
+433
522
$36K 0.01%
178
523
$36K 0.01%
244
-1,259
524
$36K 0.01%
+232
525
$35K 0.01%
+464
19 20
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