HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.1M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M
5
MSFT icon
Microsoft
MSFT
+$4.46M

Top Sells

1
+$9.14M
2
+$8.72M
3
+$3.71M
4
JD icon
JD.com
JD
+$3.49M
5
TME icon
Tencent Music
TME
+$3.49M

Sector Composition

1 Technology 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-99
752
– –
-799
753
– –
-146
754
– –
-517
755
– –
-3,845
756
– –
-341
757
– –
-2,382
758
– –
-1,061
759
– –
-3,472
760
$0 ﹤0.01%
17
-46
761
– –
-4,914
762
– –
-2,519
763
– –
-164
764
– –
-1,879
765
– –
-17,926
766
– –
-536
767
– –
-264
768
– –
-196
769
– –
-366
770
$0 ﹤0.01%
+25
771
– –
-38
772
– –
-200
773
– –
-2,400
774
– –
-191
775
– –
-568
29 30
31
32 33