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
126
$245K 0.04%
2,301
+413
127
$244K 0.04%
+1,419
128
$241K 0.04%
+1,856
129
$238K 0.04%
550
130
$236K 0.04%
524
+84
131
$236K 0.04%
2,075
+1,617
132
$235K 0.04%
2,080
+770
133
$234K 0.04%
+1,685
134
$233K 0.04%
+1,614
135
$232K 0.04%
3,009
+1,885
136
$231K 0.04%
646
+562
137
$230K 0.04%
6,120
+5,298
138
$229K 0.04%
917
+729
139
$228K 0.04%
3,399
+2,754
140
$228K 0.04%
2,147
+1,823
141
$226K 0.04%
1,155
+335
142
$226K 0.04%
2,566
+1,846
143
$223K 0.04%
2,678
+2,301
144
$223K 0.04%
+13,222
145
$222K 0.04%
11,508
+8,712
146
$222K 0.04%
+4,617
147
$221K 0.04%
2,760
+2,033
148
$219K 0.04%
+3,522
149
$219K 0.04%
1,923
150
$217K 0.04%
+2,206
4 5
6
7 8