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
626
$3K ﹤0.01%
128
-841
627
$3K ﹤0.01%
61
628
$3K ﹤0.01%
296
-1,290
629
$2K ﹤0.01%
14
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630
$2K ﹤0.01%
96
-8,477
631
$2K ﹤0.01%
14
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632
$2K ﹤0.01%
64
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633
$2K ﹤0.01%
90
634
$2K ﹤0.01%
22
635
$2K ﹤0.01%
126
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636
$2K ﹤0.01%
112
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637
$2K ﹤0.01%
17
638
$2K ﹤0.01%
35
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639
$2K ﹤0.01%
205
640
$2K ﹤0.01%
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$2K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
34
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22
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8
646
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10
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18
648
$1K ﹤0.01%
156
649
$1K ﹤0.01%
33
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650
$1K ﹤0.01%
22
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24 25
26
27 28