HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.1M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M
5
MSFT icon
Microsoft
MSFT
+$4.46M

Top Sells

1
+$9.14M
2
+$8.72M
3
+$3.71M
4
JD icon
JD.com
JD
+$3.49M
5
TME icon
Tencent Music
TME
+$3.49M

Sector Composition

1 Technology 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
471
602
$4K ﹤0.01%
23
-95
603
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203
604
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143
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605
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50
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53
-731
607
$4K ﹤0.01%
408
608
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609
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70
-605
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+175
611
$3K ﹤0.01%
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612
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613
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36
614
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+19
615
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21
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616
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78
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617
$3K ﹤0.01%
350
618
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619
$3K ﹤0.01%
18
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620
$3K ﹤0.01%
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621
$3K ﹤0.01%
17
622
$3K ﹤0.01%
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623
$3K ﹤0.01%
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624
$3K ﹤0.01%
61
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625
$3K ﹤0.01%
63
23 24
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