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
151
$953K 0.09%
5,836
+5,119
152
$944K 0.08%
13,500
+9,376
153
$932K 0.08%
13,465
+9,723
154
$923K 0.08%
4,280
+2,990
155
$923K 0.08%
4,434
-3,180
156
$905K 0.08%
4,636
+3,270
157
$889K 0.08%
1,696
+1,636
158
$888K 0.08%
2,562
+1,799
159
$882K 0.08%
6,397
+5,867
160
$878K 0.08%
16,347
+11,498
161
$875K 0.08%
+73,458
162
$874K 0.08%
5,580
+4,074
163
$873K 0.08%
37,931
+11,998
164
$858K 0.08%
2,393
+1,005
165
$855K 0.08%
6,420
+3,684
166
$851K 0.08%
4,420
+2,163
167
$846K 0.08%
3,716
+3,680
168
$840K 0.08%
16,129
+11,316
169
$834K 0.07%
6,446
+2,180
170
$830K 0.07%
12,029
+8,220
171
$823K 0.07%
18,156
+14,944
172
$820K 0.07%
4,742
+3,703
173
$812K 0.07%
2,318
+1,357
174
$774K 0.07%
3,355
+3,236
175
$766K 0.07%
11,180
+9,212
5 6
7
8 9