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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$25.5M
3
+$22.3M
4
AMZN icon
Amazon
AMZN
+$20.7M
5
AAPL icon
Apple
AAPL
+$20.4M

Top Sells

1
+$13.4M
2
+$10M
3
+$7.06M
4
BABA icon
Alibaba
BABA
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$817K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$29K ﹤0.01%
+379
552
$28K ﹤0.01%
795
-358
553
$27K ﹤0.01%
+98
554
$27K ﹤0.01%
+1,285
555
$26K ﹤0.01%
12,664
556
$25K ﹤0.01%
300
-3,500
557
$23K ﹤0.01%
134
-594
558
$22K ﹤0.01%
270
559
$20K ﹤0.01%
70
-1,070
560
$19K ﹤0.01%
23,185
-25,845
561
$18K ﹤0.01%
109
562
$18K ﹤0.01%
204
-777
563
$17K ﹤0.01%
20
564
$17K ﹤0.01%
+990
565
$16K ﹤0.01%
129
-77
566
$16K ﹤0.01%
148
-1,121
567
$16K ﹤0.01%
92
-3,259
568
$15K ﹤0.01%
111
569
$15K ﹤0.01%
74
-45
570
$14K ﹤0.01%
+230
571
$14K ﹤0.01%
177
572
$14K ﹤0.01%
56
573
$13K ﹤0.01%
104
574
$13K ﹤0.01%
904
-757
575
$13K ﹤0.01%
643
-2,917
21 22
23
24 25