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
626
$33K ﹤0.01%
+214
627
$33K ﹤0.01%
322
628
$32K ﹤0.01%
+243
629
$30K ﹤0.01%
+1,482
630
$30K ﹤0.01%
391
-406
631
$28K ﹤0.01%
1,053
632
$28K ﹤0.01%
113
633
$27K ﹤0.01%
182
-730
634
$25K ﹤0.01%
187
-824
635
$25K ﹤0.01%
+940
636
$25K ﹤0.01%
+98
637
$24K ﹤0.01%
76
638
$23K ﹤0.01%
756
-5,567
639
$22K ﹤0.01%
434
+426
640
$22K ﹤0.01%
476
+231
641
$22K ﹤0.01%
322
-2,328
642
$22K ﹤0.01%
846
-26,587
643
$22K ﹤0.01%
17
-140
644
$21K ﹤0.01%
269
645
$20K ﹤0.01%
430
646
$20K ﹤0.01%
+1,047
647
$20K ﹤0.01%
262
-52
648
$19K ﹤0.01%
494
-3,647
649
$19K ﹤0.01%
209
-1,304
650
$18K ﹤0.01%
+331
24 25
26
27 28