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
776
– –
-29,635
777
– –
-118
778
– –
-1,002
779
– –
-1,692
780
– –
-9,731
781
– –
-566
782
– –
-479
783
– –
-175
784
– –
-78
785
– –
-430
786
– –
-183
787
– –
-645
788
– –
-2,295
789
– –
-41
790
– –
-3,401
791
– –
-383
792
– –
-243
793
– –
-1,096
794
– –
-1,206
795
– –
-2,052
796
– –
-46
797
– –
-853
798
– –
-61
799
– –
-261
800
– –
-18
30 31
32
33 34