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
76
$783K 0.16%
6,094
+793
77
$771K 0.16%
12,216
+5,394
78
$769K 0.15%
107,400
+20,300
79
$754K 0.15%
17,470
+985
80
$749K 0.15%
4,352
+2,633
81
$713K 0.14%
3,160
-457
82
$705K 0.14%
3,399
+1,330
83
$674K 0.14%
1,267
+666
84
$672K 0.14%
6,784
-2,288
85
$670K 0.13%
3,442
+334
86
$652K 0.13%
3,190
+48
87
$639K 0.13%
113,294
+3,121
88
$633K 0.13%
2,803
+769
89
$629K 0.13%
7,025
-653
90
$617K 0.12%
20,099
-3,632
91
$612K 0.12%
12,000
+10,713
92
$602K 0.12%
45,936
-593
93
$598K 0.12%
7,093
-90
94
$591K 0.12%
13,800
+13,200
95
$561K 0.11%
6,619
-1,184
96
$552K 0.11%
1,852
97
$549K 0.11%
22,020
-6,080
98
$548K 0.11%
4,972
-5,957
99
$538K 0.11%
2,189
+558
100
$528K 0.11%
1,739
+365
2 3
4
5 6