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
576
$13K ﹤0.01%
268
577
$12K ﹤0.01%
371
578
$12K ﹤0.01%
123
579
$12K ﹤0.01%
119
-476
580
$12K ﹤0.01%
195
-905
581
$11K ﹤0.01%
78
582
$11K ﹤0.01%
+93
583
$11K ﹤0.01%
114
-3,166
584
$11K ﹤0.01%
+154
585
$10K ﹤0.01%
625
-7,480
586
$10K ﹤0.01%
20
-48
587
$10K ﹤0.01%
+43
588
$9K ﹤0.01%
305
589
$9K ﹤0.01%
995
-1,451
590
$9K ﹤0.01%
29
591
$9K ﹤0.01%
337
592
$8K ﹤0.01%
64
593
$8K ﹤0.01%
101
594
$8K ﹤0.01%
415
-647
595
$8K ﹤0.01%
65
596
$8K ﹤0.01%
252
-2,567
597
$7K ﹤0.01%
152
-1,691
598
$7K ﹤0.01%
177
-1,001
599
$7K ﹤0.01%
54
-414
600
$7K ﹤0.01%
131
22 23
24
25 26