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
76
$666K 0.15%
17,581
+4,957
77
$651K 0.14%
2,070
-1,114
78
$643K 0.14%
7,678
+662
79
$641K 0.14%
5,151
+3,604
80
$621K 0.14%
3,743
+892
81
$616K 0.14%
5,301
+2,146
82
$615K 0.14%
7,183
-1,198
83
$613K 0.13%
3,108
+892
84
$611K 0.13%
7,803
-1,326
85
$609K 0.13%
87,100
+5,840
86
$602K 0.13%
18,423
+10,239
87
$599K 0.13%
11,451
+873
88
$595K 0.13%
7,800
-237
89
$592K 0.13%
1,435
-415
90
$589K 0.13%
4,719
91
$586K 0.13%
3,142
+315
92
$552K 0.12%
13,164
-84
93
$538K 0.12%
7,454
+2,362
94
$524K 0.12%
5,485
95
$524K 0.12%
638
+53
96
$522K 0.11%
16,485
+14,176
97
$518K 0.11%
1,852
-410
98
$513K 0.11%
4,581
+1,826
99
$502K 0.11%
7,560
+6,128
100
$501K 0.11%
3,502
+636
2 3
4
5 6