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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$25.5M
3
+$22.3M
4
AMZN icon
Amazon
AMZN
+$20.7M
5
AAPL icon
Apple
AAPL
+$20.4M

Top Sells

1
+$13.4M
2
+$10M
3
+$7.06M
4
BABA icon
Alibaba
BABA
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$817K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.23%
14,047
+9,031
77
$2.55M 0.23%
33,915
+26,040
78
$2.52M 0.23%
37,602
+22,847
79
$2.46M 0.22%
19,861
+12,741
80
$2.44M 0.22%
6,669
+5,575
81
$2.44M 0.22%
18,978
+13,352
82
$2.43M 0.22%
9,825
+5,906
83
$2.4M 0.22%
21,062
+20,606
84
$2.29M 0.21%
71,928
+14,542
85
$2.29M 0.21%
42,370
86
$2.29M 0.21%
29,142
+5,766
87
$2.28M 0.2%
33,409
+26,661
88
$2.25M 0.2%
1,493
+936
89
$2.25M 0.2%
38,795
+22,689
90
$2.23M 0.2%
60,074
+42,709
91
$2.12M 0.19%
15,411
+9,863
92
$2.1M 0.19%
15,162
+11,767
93
$2.09M 0.19%
2,745
+508
94
$2.05M 0.18%
7,519
+3,541
95
$1.96M 0.18%
3,624
+2,208
96
$1.92M 0.17%
24,954
+7,510
97
$1.88M 0.17%
31,767
+21,499
98
$1.82M 0.16%
8,807
+7,478
99
$1.77M 0.16%
3,151
+2,212
100
$1.74M 0.16%
34,774
-10,887
2 3
4
5 6