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
101
$293K 0.05%
5,064
+4,419
102
$291K 0.05%
1,932
+342
103
$290K 0.05%
4,107
-23,812
104
$290K 0.05%
839
-270
105
$284K 0.05%
1,865
+760
106
$282K 0.05%
834
+392
107
$280K 0.05%
+1,635
108
$279K 0.05%
3,896
+2,346
109
$274K 0.05%
+4,573
110
$273K 0.05%
2,895
+2,325
111
$272K 0.05%
1,341
112
$266K 0.05%
3,452
+524
113
$265K 0.05%
+2,529
114
$264K 0.05%
2,850
+2,319
115
$264K 0.05%
11,415
+9,195
116
$262K 0.05%
3,283
+2,554
117
$260K 0.04%
+1,384
118
$260K 0.04%
+3,948
119
$258K 0.04%
2,723
120
$258K 0.04%
+7,854
121
$257K 0.04%
+6,664
122
$255K 0.04%
+904
123
$255K 0.04%
793
+630
124
$253K 0.04%
3,638
+2,805
125
$247K 0.04%
1,791
+1,445
3 4
5
6 7