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
526
$121K 0.01%
+70
527
$120K 0.01%
+6,858
528
$120K 0.01%
+1,452
529
$119K 0.01%
187
530
$119K 0.01%
+5,166
531
$119K 0.01%
1,225
-2,575
532
$118K 0.01%
1,400
-17,000
533
$118K 0.01%
+953
534
$118K 0.01%
+1,236
535
$118K 0.01%
3,242
+3,039
536
$117K 0.01%
+3,507
537
$117K 0.01%
1,814
+1,806
538
$116K 0.01%
+1,041
539
$116K 0.01%
+4,213
540
$115K 0.01%
275
+274
541
$114K 0.01%
1,149
+1,141
542
$113K 0.01%
2,167
+2,051
543
$113K 0.01%
+1,815
544
$113K 0.01%
+1,602
545
$112K 0.01%
+3,206
546
$112K 0.01%
1,212
-43
547
$104K ﹤0.01%
+2,652
548
$102K ﹤0.01%
+1,990
549
$101K ﹤0.01%
+1,095
550
$99K ﹤0.01%
918
+94
20 21
22
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