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
$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 26.39%
3 Communication Services 12.54%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$12K ﹤0.01%
607
627
$12K ﹤0.01%
205
628
$12K ﹤0.01%
342
629
$12K ﹤0.01%
288
-8,477
630
$12K ﹤0.01%
86
631
$12K ﹤0.01%
+318
632
$12K ﹤0.01%
+160
633
$11K ﹤0.01%
67
-469
634
$11K ﹤0.01%
201
-1,328
635
$11K ﹤0.01%
364
636
$11K ﹤0.01%
391
637
$11K ﹤0.01%
45
638
$11K ﹤0.01%
+344
639
$11K ﹤0.01%
83
-1,916
640
$10K ﹤0.01%
364
-5,234
641
$10K ﹤0.01%
61
642
$10K ﹤0.01%
796
643
$10K ﹤0.01%
121
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644
$9K ﹤0.01%
146
645
$9K ﹤0.01%
171
646
$9K ﹤0.01%
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647
$9K ﹤0.01%
589
-7,113
648
$9K ﹤0.01%
261
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649
$9K ﹤0.01%
28
650
$9K ﹤0.01%
34
24 25
26
27 28