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
501
$141K 0.01%
+380
502
$140K 0.01%
1,895
503
$136K 0.01%
4,486
-29,974
504
$136K 0.01%
2,427
505
$134K 0.01%
+3,629
506
$133K 0.01%
361
-24
507
$133K 0.01%
+3,669
508
$133K 0.01%
120
-397
509
$131K 0.01%
929
+901
510
$131K 0.01%
1,415
511
$130K 0.01%
3,479
512
$130K 0.01%
+607
513
$130K 0.01%
+2,411
514
$129K 0.01%
+5,400
515
$128K 0.01%
+1,344
516
$126K 0.01%
2,733
+2,561
517
$126K 0.01%
7,350
518
$124K 0.01%
8,242
+8,102
519
$124K 0.01%
+293
520
$124K 0.01%
+2,043
521
$124K 0.01%
+3,806
522
$122K 0.01%
+6,069
523
$122K 0.01%
1,262
+44
524
$122K 0.01%
+4,800
525
$122K 0.01%
+4,967
19 20
21
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