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
676
$8K ﹤0.01%
76
-6,455
677
$8K ﹤0.01%
34
-920
678
$8K ﹤0.01%
516
679
$7K ﹤0.01%
138
+91
680
$7K ﹤0.01%
+234
681
$7K ﹤0.01%
16
-118
682
$7K ﹤0.01%
+116
683
$7K ﹤0.01%
63
684
$6K ﹤0.01%
57
685
$6K ﹤0.01%
46
686
$6K ﹤0.01%
+60
687
$6K ﹤0.01%
+36
688
$5K ﹤0.01%
+126
689
$5K ﹤0.01%
33
+32
690
$5K ﹤0.01%
30
691
$5K ﹤0.01%
50
692
$5K ﹤0.01%
46
-2,479
693
$5K ﹤0.01%
93
-206
694
$5K ﹤0.01%
61
695
$5K ﹤0.01%
56
696
$5K ﹤0.01%
29
-40
697
$4K ﹤0.01%
51
698
$4K ﹤0.01%
29
699
$4K ﹤0.01%
2
-55
700
$4K ﹤0.01%
25
-5,167
26 27
28
29 30