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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.17M
3
+$6.52M
4
BABA icon
Alibaba
BABA
+$6.21M
5
EDU icon
New Oriental
EDU
+$5.14M

Top Sells

1
+$7.17M
2
+$4.56M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
MCK icon
McKesson
MCK
+$1.03M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.39%
3 Communication Services 12.54%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-1,326
752
– –
-3,098
753
– –
-4,196
754
– –
-2,633
755
– –
-20
756
– –
-6,370
757
– –
-2,152
758
– –
-2,918
759
– –
-128
760
– –
-151
761
– –
-544
762
– –
-656
763
– –
-58,182
764
– –
0
765
– –
-551
766
– –
-13
767
– –
-1,023
768
– –
-1,431
769
– –
-105
770
– –
-39
771
– –
-49
772
– –
-925
773
– –
-2,061
774
– –
-3,007
775
– –
-2,631
29 30
31
32 33