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
$781M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$2.57M
3
+$916K
4
MRK icon
Merck
MRK
+$643K
5
KO icon
Coca-Cola
KO
+$640K

Top Sells

1
+$12.9M
2
+$11.8M
3
+$8.98M
4
BABA icon
Alibaba
BABA
+$8.94M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Sector Composition

1 Consumer Discretionary 31.85%
2 Consumer Staples 28.6%
3 Communication Services 16.64%
4 Technology 14.39%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$153K 0.02%
1,213
+864
152
$151K 0.02%
361
+184
153
$149K 0.02%
1,510
-995
154
$148K 0.02%
1,286
155
$147K 0.02%
+1,445
156
$143K 0.02%
4,840
-400
157
$142K 0.02%
862
+500
158
$141K 0.02%
514
+139
159
$140K 0.02%
92
+14
160
$135K 0.02%
8,996
161
$127K 0.02%
1,529
-469
162
$125K 0.02%
2,661
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163
$122K 0.02%
373
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164
$122K 0.02%
7,005
-6,090
165
$121K 0.02%
1,400
166
$119K 0.02%
1,015
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167
$118K 0.02%
550
168
$118K 0.02%
5,180
169
$116K 0.01%
890
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170
$116K 0.01%
564
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171
$115K 0.01%
+2,060
172
$115K 0.01%
3,680
+900
173
$114K 0.01%
1,180
174
$112K 0.01%
+799
175
$111K 0.01%
610
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7
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