HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.1M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M
5
MSFT icon
Microsoft
MSFT
+$4.46M

Top Sells

1
+$9.14M
2
+$8.72M
3
+$3.71M
4
JD icon
JD.com
JD
+$3.49M
5
TME icon
Tencent Music
TME
+$3.49M

Sector Composition

1 Technology 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K ﹤0.01%
388
-3,624
527
$16K ﹤0.01%
237
-856
528
$15K ﹤0.01%
530
529
$15K ﹤0.01%
377
+32
530
$15K ﹤0.01%
745
531
$15K ﹤0.01%
105
-435
532
$14K ﹤0.01%
95
533
$14K ﹤0.01%
208
534
$14K ﹤0.01%
20
-10
535
$14K ﹤0.01%
172
536
$14K ﹤0.01%
280
537
$14K ﹤0.01%
298
-1,946
538
$14K ﹤0.01%
527
539
$14K ﹤0.01%
148
-1,486
540
$14K ﹤0.01%
48
-272
541
$14K ﹤0.01%
410
-1,821
542
$13K ﹤0.01%
4,600
543
$13K ﹤0.01%
111
544
$13K ﹤0.01%
+43
545
$13K ﹤0.01%
356
+68
546
$13K ﹤0.01%
570
-2,903
547
$12K ﹤0.01%
391
548
$12K ﹤0.01%
+278
549
$12K ﹤0.01%
376
-568
550
$11K ﹤0.01%
146
20 21
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