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
551
$98K ﹤0.01%
12
-34
552
$94K ﹤0.01%
+8,806
553
$93K ﹤0.01%
+5,664
554
$92K ﹤0.01%
+492
555
$91K ﹤0.01%
486
+472
556
$91K ﹤0.01%
2,696
557
$91K ﹤0.01%
+1,474
558
$88K ﹤0.01%
1,524
+1,514
559
$86K ﹤0.01%
+684
560
$85K ﹤0.01%
1,046
-9,208
561
$85K ﹤0.01%
1,965
-3,529
562
$83K ﹤0.01%
1,318
-9,359
563
$82K ﹤0.01%
+693
564
$81K ﹤0.01%
4,783
-6,764
565
$81K ﹤0.01%
+3,794
566
$80K ﹤0.01%
1,820
-8,037
567
$80K ﹤0.01%
+202
568
$78K ﹤0.01%
1,170
-476
569
$78K ﹤0.01%
281
-11
570
$76K ﹤0.01%
335
571
$76K ﹤0.01%
+1,285
572
$74K ﹤0.01%
6,129
+5,947
573
$73K ﹤0.01%
218
-517
574
$72K ﹤0.01%
+690
575
$71K ﹤0.01%
381
21 22
23
24 25