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
651
$1K ﹤0.01%
47
-5,995
652
$1K ﹤0.01%
2
653
$1K ﹤0.01%
8
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654
$1K ﹤0.01%
9
655
$1K ﹤0.01%
22
-183
656
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11
657
$1K ﹤0.01%
10
-381
658
$1K ﹤0.01%
25
-1,847
659
$1K ﹤0.01%
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660
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19
661
– –
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662
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663
– –
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664
$0 ﹤0.01%
26
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665
$0 ﹤0.01%
+8
666
– –
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668
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-7,990
669
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670
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671
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672
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673
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674
– –
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675
– –
-3,449
25 26
27
28 29