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
176
$110K 0.01%
101
-68
177
$107K 0.01%
853
178
$107K 0.01%
+596
179
$106K 0.01%
388
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180
$105K 0.01%
981
-16
181
$104K 0.01%
698
182
$104K 0.01%
845
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183
$103K 0.01%
1,843
184
$101K 0.01%
1,450
+350
185
$100K 0.01%
1,342
186
$100K 0.01%
640
187
$98K 0.01%
1,266
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188
$97K 0.01%
6,345
189
$97K 0.01%
886
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190
$95K 0.01%
861
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191
$94K 0.01%
1,141
192
$93K 0.01%
74
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193
$90K 0.01%
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194
$90K 0.01%
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195
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196
$90K 0.01%
+1,040
197
$89K 0.01%
1,654
198
$89K 0.01%
+1,144
199
$89K 0.01%
+875
200
$88K 0.01%
717
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