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
$582M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.8M
3
+$6.68M
4
MSFT icon
Microsoft
MSFT
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.63M

Top Sells

1
+$39.4M
2
+$28.7M
3
+$15.3M
4
YUMC icon
Yum China
YUMC
+$10.9M
5
BABA icon
Alibaba
BABA
+$9.26M

Sector Composition

1 Consumer Discretionary 35.73%
2 Technology 25.21%
3 Communication Services 21.1%
4 Healthcare 6.28%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.07%
+3,413
77
$377K 0.06%
10,540
+9,308
78
$377K 0.06%
4,395
+3,152
79
$377K 0.06%
+2,555
80
$374K 0.06%
+41,100
81
$374K 0.06%
5,170
+2,894
82
$363K 0.06%
6,061
+4,185
83
$359K 0.06%
3,620
+2,141
84
$354K 0.06%
808
+196
85
$351K 0.06%
7,214
+1,311
86
$335K 0.06%
4,579
+4,167
87
$329K 0.06%
6,634
+5,696
88
$329K 0.06%
8,918
+7,642
89
$325K 0.06%
3,000
90
$324K 0.06%
+10,317
91
$321K 0.06%
+3,338
92
$317K 0.05%
+6,103
93
$316K 0.05%
+4,363
94
$314K 0.05%
+5,116
95
$313K 0.05%
+4,341
96
$312K 0.05%
+6,075
97
$308K 0.05%
1,546
+1,296
98
$306K 0.05%
+2,595
99
$303K 0.05%
+4,329
100
$294K 0.05%
+4,349
2 3
4
5 6