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
701
$3K ﹤0.01%
10
+7
702
$3K ﹤0.01%
98
703
$3K ﹤0.01%
35
-580
704
$3K ﹤0.01%
32
705
$3K ﹤0.01%
36
-1,098
706
$3K ﹤0.01%
6
-5
707
$3K ﹤0.01%
80
-1,464
708
$3K ﹤0.01%
60
709
$3K ﹤0.01%
61
710
$3K ﹤0.01%
+179
711
$2K ﹤0.01%
+33
712
$2K ﹤0.01%
58
713
$2K ﹤0.01%
+24
714
$2K ﹤0.01%
19
715
$2K ﹤0.01%
+12
716
$1K ﹤0.01%
11
-4
717
$1K ﹤0.01%
5
-7,373
718
$1K ﹤0.01%
6
-649
719
$1K ﹤0.01%
8
720
$1K ﹤0.01%
8
721
$1K ﹤0.01%
14
722
$1K ﹤0.01%
6
-2,795
723
$1K ﹤0.01%
34
724
$1K ﹤0.01%
42
725
– –
-4,936
27 28
29
30 31