HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$34.1M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.7M

Top Sells

1
+$8.64M
2
+$7.83M
3
+$5.49M
4
APH icon
Amphenol
APH
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.04M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-4,683
802
$0 ﹤0.01%
1
803
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-9,606
804
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-1,839
805
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-3,406
806
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-1,353
807
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-1,716
808
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-179
809
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-292
810
$0 ﹤0.01%
2
-2,169
811
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-395
812
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-2,956
813
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-3,322
814
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-1,559
815
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0
816
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817
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818
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-434
819
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-17,707
820
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-167
821
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822
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-2
823
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-6
824
$0 ﹤0.01%
5
825
– –
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31 32
33
34 35