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
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$34.1M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.7M

Top Sells

1
+$8.64M
2
+$7.83M
3
+$5.49M
4
APH icon
Amphenol
APH
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.04M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.43M 0.11%
20,129
+7,753
127
$2.42M 0.11%
39,550
+39,316
128
$2.4M 0.11%
16,180
+4,501
129
$2.39M 0.11%
58,236
+9,466
130
$2.38M 0.11%
62,033
-21,698
131
$2.31M 0.11%
169,292
-76,769
132
$2.25M 0.1%
34,270
+7,447
133
$2.24M 0.1%
29,180
+6,348
134
$2.17M 0.1%
59,137
+13,051
135
$2.17M 0.1%
71,163
+15,469
136
$2.14M 0.1%
46,472
+38,398
137
$2.11M 0.1%
12,565
+2,690
138
$2.1M 0.1%
27,125
-615
139
$2.08M 0.1%
27,144
+5,942
140
$2.07M 0.1%
18,909
+5,923
141
$2.06M 0.1%
18,927
+3,887
142
$2.02M 0.09%
+30,349
143
$2.01M 0.09%
26,307
+7,848
144
$1.99M 0.09%
+18,423
145
$1.95M 0.09%
4,819
+1,028
146
$1.93M 0.09%
12,067
+3,985
147
$1.92M 0.09%
+10,369
148
$1.82M 0.08%
3,931
+942
149
$1.79M 0.08%
20,075
+15,149
150
$1.79M 0.08%
3,953
+947
4 5
6
7 8