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
126
$365K 0.08%
5,844
127
$362K 0.08%
1,374
128
$361K 0.08%
3,120
+1,428
129
$359K 0.08%
6,258
+1,959
130
$349K 0.08%
2,641
-1,381
131
$349K 0.08%
3,920
132
$346K 0.08%
3,308
+1,659
133
$343K 0.08%
10,575
+6,067
134
$343K 0.08%
1,866
+540
135
$326K 0.07%
1,997
-4,690
136
$326K 0.07%
3,714
+1,006
137
$324K 0.07%
10,679
-4,519
138
$323K 0.07%
4,254
+1,290
139
$322K 0.07%
3,914
+2,080
140
$321K 0.07%
962
+771
141
$321K 0.07%
574
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142
$320K 0.07%
1,880
+1,066
143
$318K 0.07%
7,895
-4,937
144
$317K 0.07%
2,099
-1,039
145
$311K 0.07%
641
-830
146
$304K 0.07%
2,773
-8,571
147
$300K 0.07%
5,295
-4,170
148
$299K 0.07%
28,100
+6,390
149
$295K 0.06%
2,149
+1,843
150
$291K 0.06%
+6,059
4 5
6
7 8