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
151
$290K 0.06%
2,224
+86
152
$286K 0.06%
2,014
+445
153
$286K 0.06%
2,533
+1,643
154
$286K 0.06%
+1,719
155
$284K 0.06%
1,243
+1,008
156
$283K 0.06%
988
-162
157
$280K 0.06%
1,257
-1,051
158
$279K 0.06%
1,432
159
$277K 0.06%
1,382
+894
160
$277K 0.06%
699
-216
161
$272K 0.06%
6,319
162
$271K 0.06%
3,994
-1,644
163
$269K 0.06%
391
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164
$265K 0.06%
1,041
+490
165
$264K 0.06%
6,092
+2,615
166
$262K 0.06%
17,395
+13,995
167
$261K 0.06%
2,970
168
$260K 0.06%
4,102
169
$258K 0.06%
+601
170
$257K 0.06%
2,576
+1,586
171
$249K 0.05%
354
172
$249K 0.05%
+3,030
173
$249K 0.05%
3,567
+1,652
174
$247K 0.05%
5,048
175
$246K 0.05%
3,391
+1,507
5 6
7
8 9