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
576
$69K ﹤0.01%
+1,261
577
$68K ﹤0.01%
+3,562
578
$68K ﹤0.01%
1,829
-14,734
579
$67K ﹤0.01%
+151
580
$66K ﹤0.01%
+1,299
581
$65K ﹤0.01%
+579
582
$65K ﹤0.01%
825
-3,552
583
$64K ﹤0.01%
554
-1,000
584
$64K ﹤0.01%
507
-8,945
585
$63K ﹤0.01%
196
586
$62K ﹤0.01%
+438
587
$62K ﹤0.01%
119
-415
588
$61K ﹤0.01%
+1,362
589
$61K ﹤0.01%
2,065
+1,996
590
$61K ﹤0.01%
+844
591
$59K ﹤0.01%
825
592
$59K ﹤0.01%
+359
593
$58K ﹤0.01%
199
+179
594
$57K ﹤0.01%
1,488
595
$56K ﹤0.01%
+1,082
596
$56K ﹤0.01%
8,400
597
$55K ﹤0.01%
474
-7,083
598
$55K ﹤0.01%
+2,762
599
$55K ﹤0.01%
5,304
-37,006
600
$55K ﹤0.01%
+1,168
22 23
24
25 26