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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$25.5M
3
+$22.3M
4
AMZN icon
Amazon
AMZN
+$20.7M
5
AAPL icon
Apple
AAPL
+$20.4M

Top Sells

1
+$13.4M
2
+$10M
3
+$7.06M
4
BABA icon
Alibaba
BABA
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$817K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.39%
15,456
+4,596
52
$4.29M 0.39%
591,266
-38,130
53
$4.19M 0.38%
51,325
+36,742
54
$4.01M 0.36%
10,450
+4,111
55
$3.99M 0.36%
19,399
+63
56
$3.94M 0.35%
19,204
+13,411
57
$3.8M 0.34%
90,435
+755
58
$3.78M 0.34%
178,141
+1,472
59
$3.64M 0.33%
20,024
+18,544
60
$3.56M 0.32%
8,520
+5,194
61
$3.5M 0.31%
3,641
+2,449
62
$3.21M 0.29%
22,606
+11,520
63
$3.19M 0.29%
9,958
+5,687
64
$3.08M 0.28%
12,345
+8,614
65
$3.06M 0.27%
33,513
+23,306
66
$3.05M 0.27%
4,514
+374
67
$3.02M 0.27%
270,000
-16,563
68
$2.92M 0.26%
11,570
+6,319
69
$2.91M 0.26%
14,715
+9,868
70
$2.87M 0.26%
17,432
+10,104
71
$2.82M 0.25%
27,900
+13,440
72
$2.81M 0.25%
9,355
+3,496
73
$2.8M 0.25%
16,320
+9,464
74
$2.77M 0.25%
39,648
+27,689
75
$2.69M 0.24%
36,682
+25,732
1 2
3
4 5