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
551
$27K 0.01%
116
-428
552
$26K 0.01%
626
-1,269
553
$26K 0.01%
264
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554
$26K 0.01%
1,075
555
$25K 0.01%
+2,700
556
$25K 0.01%
3,586
557
$25K 0.01%
969
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558
$24K 0.01%
1,110
-10,934
559
$24K 0.01%
74
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560
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118
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561
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212
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562
$23K 0.01%
148
563
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101
564
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565
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566
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567
$23K 0.01%
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617
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570
$22K ﹤0.01%
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571
$22K ﹤0.01%
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572
$22K ﹤0.01%
272
573
$21K ﹤0.01%
486
574
$21K ﹤0.01%
+95
575
$21K ﹤0.01%
+118
21 22
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24 25