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
501
$56K 0.01%
1,887
-3,312
502
$56K 0.01%
1,291
-9,150
503
$55K ﹤0.01%
+2,342
504
$53K ﹤0.01%
+187
505
$53K ﹤0.01%
2,328
-268
506
$53K ﹤0.01%
+648
507
$53K ﹤0.01%
1,182
508
$52K ﹤0.01%
7,165
-12,705
509
$51K ﹤0.01%
128
+126
510
$51K ﹤0.01%
+870
511
$50K ﹤0.01%
+1,595
512
$49K ﹤0.01%
1,981
+275
513
$49K ﹤0.01%
+340
514
$49K ﹤0.01%
30
-7
515
$49K ﹤0.01%
+381
516
$48K ﹤0.01%
+1,025
517
$48K ﹤0.01%
3,846
518
$46K ﹤0.01%
250
519
$45K ﹤0.01%
581
-1,365
520
$44K ﹤0.01%
792
-1,327
521
$43K ﹤0.01%
368
+45
522
$42K ﹤0.01%
+737
523
$42K ﹤0.01%
632
524
$41K ﹤0.01%
1,452
525
$40K ﹤0.01%
244
-489
19 20
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