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
101
$485K 0.11%
3,351
+1,445
102
$484K 0.11%
5,835
+1,947
103
$472K 0.1%
11,524
-2,242
104
$468K 0.1%
991
-2,020
105
$465K 0.1%
5,448
-1,807
106
$458K 0.1%
1,376
+648
107
$457K 0.1%
3,393
-1,426
108
$455K 0.1%
1,487
-1,584
109
$424K 0.09%
2,544
-11
110
$422K 0.09%
3,976
111
$420K 0.09%
2,034
+251
112
$414K 0.09%
3,276
+797
113
$412K 0.09%
6,822
+5,151
114
$407K 0.09%
2,634
+476
115
$406K 0.09%
308
+224
116
$406K 0.09%
7,918
-4,483
117
$405K 0.09%
811
+523
118
$397K 0.09%
260
+65
119
$395K 0.09%
2,069
+67
120
$392K 0.09%
3,418
+1,316
121
$391K 0.09%
543
+134
122
$383K 0.08%
1,500
+114
123
$381K 0.08%
761
+700
124
$373K 0.08%
1,631
-1,701
125
$371K 0.08%
35,327
+1,891
3 4
5
6 7