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
101
$1.64M 0.15%
89,185
-1,346
102
$1.64M 0.15%
6,299
+4,421
103
$1.6M 0.14%
5,134
+3,441
104
$1.6M 0.14%
+60,000
105
$1.59M 0.14%
41,292
+30,794
106
$1.56M 0.14%
17,440
+10,138
107
$1.53M 0.14%
16,895
+12,895
108
$1.53M 0.14%
7,642
+4,200
109
$1.51M 0.14%
+18,100
110
$1.5M 0.13%
11,955
+3,751
111
$1.45M 0.13%
9,913
+6,937
112
$1.44M 0.13%
24,800
+11,400
113
$1.39M 0.13%
3,566
+1,388
114
$1.35M 0.12%
6,699
+4,748
115
$1.34M 0.12%
6,777
+4,600
116
$1.34M 0.12%
10,913
+7,463
117
$1.33M 0.12%
15,494
+10,873
118
$1.32M 0.12%
35,720
+24,602
119
$1.31M 0.12%
12,297
+8,910
120
$1.29M 0.12%
5,041
+3,113
121
$1.27M 0.11%
2
122
$1.26M 0.11%
6,596
+6,309
123
$1.25M 0.11%
40,858
+28,570
124
$1.24M 0.11%
4,286
+2,976
125
$1.24M 0.11%
14,125
+10,187
3 4
5
6 7