HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.1M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M
5
MSFT icon
Microsoft
MSFT
+$4.46M

Top Sells

1
+$9.14M
2
+$8.72M
3
+$3.71M
4
JD icon
JD.com
JD
+$3.49M
5
TME icon
Tencent Music
TME
+$3.49M

Sector Composition

1 Technology 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.05%
1,908
+861
177
$230K 0.05%
3,068
-926
178
$229K 0.05%
+8,198
179
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671
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180
$226K 0.05%
6,368
+2,843
181
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1,528
182
$222K 0.04%
248
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183
$221K 0.04%
3,088
+1,331
184
$221K 0.04%
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-312
185
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2,363
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186
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2,137
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187
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188
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+1,007
189
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1,083
190
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2,307
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191
$217K 0.04%
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192
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193
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8,674
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194
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195
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2,528
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196
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728
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197
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2,411
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198
$204K 0.04%
535
199
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+3,601
200
$203K 0.04%
4,984
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