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
$582M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.8M
3
+$6.68M
4
MSFT icon
Microsoft
MSFT
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.63M

Top Sells

1
+$39.4M
2
+$28.7M
3
+$15.3M
4
YUMC icon
Yum China
YUMC
+$10.9M
5
BABA icon
Alibaba
BABA
+$9.26M

Sector Composition

1 Consumer Discretionary 35.73%
2 Technology 25.21%
3 Communication Services 21.1%
4 Healthcare 6.28%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.1%
+2,846
52
$589K 0.1%
6,708
+3,155
53
$588K 0.1%
6,812
+5,610
54
$574K 0.1%
6,072
+3,265
55
$570K 0.1%
+4,975
56
$568K 0.1%
2,496
+1,678
57
$554K 0.1%
3,135
+2,876
58
$546K 0.09%
3,362
+3,028
59
$546K 0.09%
+26,782
60
$538K 0.09%
2,428
+2,186
61
$535K 0.09%
1,498
+1,007
62
$511K 0.09%
+17,733
63
$476K 0.08%
2,025
+1,069
64
$463K 0.08%
2,902
+1,538
65
$458K 0.08%
12,333
66
$450K 0.08%
+2,103
67
$447K 0.08%
+2,969
68
$426K 0.07%
+10,177
69
$426K 0.07%
3,630
-10,481
70
$414K 0.07%
8,000
-16,662
71
$408K 0.07%
+6,764
72
$402K 0.07%
4,229
+1,188
73
$401K 0.07%
5,696
+4,984
74
$395K 0.07%
+2,348
75
$388K 0.07%
18,310
1 2
3
4 5