HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.17M
3
+$6.52M
4
BABA icon
Alibaba
BABA
+$6.21M
5
EDU icon
New Oriental
EDU
+$5.14M

Top Sells

1
+$7.17M
2
+$4.56M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
MCK icon
McKesson
MCK
+$1.03M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16K ﹤0.01%
+277
602
$15K ﹤0.01%
+4,600
603
$15K ﹤0.01%
172
604
$15K ﹤0.01%
530
605
$15K ﹤0.01%
527
606
$15K ﹤0.01%
1,221
607
$15K ﹤0.01%
745
-2,831
608
$15K ﹤0.01%
83
609
$15K ﹤0.01%
821
+364
610
$15K ﹤0.01%
4
611
$15K ﹤0.01%
470
612
$15K ﹤0.01%
231
-2,242
613
$14K ﹤0.01%
270
614
$14K ﹤0.01%
208
615
$14K ﹤0.01%
119
616
$14K ﹤0.01%
146
617
$14K ﹤0.01%
205
618
$13K ﹤0.01%
42
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619
$13K ﹤0.01%
280
620
$13K ﹤0.01%
353
621
$13K ﹤0.01%
345
-1,365
622
$13K ﹤0.01%
255
+209
623
$13K ﹤0.01%
41
624
$12K ﹤0.01%
+95
625
$12K ﹤0.01%
111
23 24
25
26 27