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
651
$18K ﹤0.01%
163
-2,818
652
$18K ﹤0.01%
172
653
$15K ﹤0.01%
30
-1,451
654
$15K ﹤0.01%
+2,617
655
$14K ﹤0.01%
270
-8,344
656
$14K ﹤0.01%
260
657
$13K ﹤0.01%
21
658
$12K ﹤0.01%
144
-531
659
$12K ﹤0.01%
109
-24
660
$12K ﹤0.01%
198
-10,218
661
$11K ﹤0.01%
468
662
$11K ﹤0.01%
+195
663
$11K ﹤0.01%
107
664
$11K ﹤0.01%
+177
665
$11K ﹤0.01%
+270
666
$11K ﹤0.01%
778
667
$11K ﹤0.01%
+93
668
$11K ﹤0.01%
+237
669
$11K ﹤0.01%
280
-8,145
670
$11K ﹤0.01%
861
671
$10K ﹤0.01%
471
-6,106
672
$10K ﹤0.01%
21
673
$9K ﹤0.01%
30
+23
674
$9K ﹤0.01%
75
675
$9K ﹤0.01%
+165
25 26
27
28 29