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
551
$11K ﹤0.01%
+87
552
$11K ﹤0.01%
+168
553
$11K ﹤0.01%
342
554
$11K ﹤0.01%
218
-421
555
$11K ﹤0.01%
+1,324
556
$10K ﹤0.01%
171
557
$10K ﹤0.01%
357
558
$10K ﹤0.01%
318
559
$10K ﹤0.01%
364
560
$10K ﹤0.01%
796
561
$10K ﹤0.01%
83
562
$9K ﹤0.01%
177
563
$9K ﹤0.01%
+242
564
$9K ﹤0.01%
123
565
$9K ﹤0.01%
52
-321
566
$9K ﹤0.01%
28
567
$9K ﹤0.01%
119
568
$9K ﹤0.01%
768
569
$9K ﹤0.01%
337
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570
$8K ﹤0.01%
357
-5,525
571
$8K ﹤0.01%
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572
$8K ﹤0.01%
478
-8,883
573
$8K ﹤0.01%
130
-530
574
$8K ﹤0.01%
42
-323
575
$8K ﹤0.01%
268
21 22
23
24 25