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
126
$1.2M 0.11%
9,702
+6,694
127
$1.17M 0.11%
16,168
+5,828
128
$1.16M 0.1%
17,146
+12,029
129
$1.16M 0.1%
12,026
+8,437
130
$1.15M 0.1%
17,023
+13,575
131
$1.13M 0.1%
+4,477
132
$1.12M 0.1%
8,460
+7,067
133
$1.1M 0.1%
29,432
+20,685
134
$1.1M 0.1%
11,518
+11,410
135
$1.1M 0.1%
9,763
+5,574
136
$1.08M 0.1%
14,733
+5,123
137
$1.08M 0.1%
15,537
+7,637
138
$1.08M 0.1%
8,833
+5,143
139
$1.07M 0.1%
18,644
+12,534
140
$1.07M 0.1%
14,659
+9,906
141
$1.07M 0.1%
4,195
+3,016
142
$1.06M 0.1%
2,531
+2,093
143
$1.06M 0.1%
4,511
+2,131
144
$1.04M 0.09%
7,872
+5,507
145
$1.01M 0.09%
4,152
+3,316
146
$995K 0.09%
3,767
+2,530
147
$986K 0.09%
29,471
+20,629
148
$970K 0.09%
+5,478
149
$960K 0.09%
16,566
+11,515
150
$960K 0.09%
+4,926
4 5
6
7 8