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
$582M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.8M
3
+$6.68M
4
MSFT icon
Microsoft
MSFT
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.63M

Top Sells

1
+$39.4M
2
+$28.7M
3
+$15.3M
4
YUMC icon
Yum China
YUMC
+$10.9M
5
BABA icon
Alibaba
BABA
+$9.26M

Sector Composition

1 Consumer Discretionary 35.73%
2 Technology 25.21%
3 Communication Services 21.1%
4 Healthcare 6.28%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$190K 0.03%
+2,516
177
$190K 0.03%
+1,598
178
$190K 0.03%
+7,763
179
$189K 0.03%
3,231
+1,818
180
$189K 0.03%
+1,046
181
$186K 0.03%
3,552
+1,089
182
$184K 0.03%
+3,724
183
$183K 0.03%
+6,869
184
$182K 0.03%
6,173
+1,375
185
$182K 0.03%
+1,205
186
$177K 0.03%
+11,750
187
$176K 0.03%
+4,346
188
$176K 0.03%
+1,135
189
$175K 0.03%
1,571
+993
190
$174K 0.03%
+6,141
191
$172K 0.03%
582
+419
192
$171K 0.03%
+8,022
193
$170K 0.03%
+9,056
194
$170K 0.03%
+884
195
$168K 0.03%
+2,116
196
$166K 0.03%
+1,424
197
$165K 0.03%
+1,856
198
$165K 0.03%
+1,914
199
$164K 0.03%
3,622
+1,649
200
$162K 0.03%
+5,169
6 7
8
9 10