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
176
$753K 0.07%
9,399
+7,491
177
$750K 0.07%
2,065
+1,674
178
$746K 0.07%
7,416
+5,100
179
$746K 0.07%
5,023
+2,432
180
$740K 0.07%
2,069
+1,584
181
$724K 0.07%
6,903
+3,642
182
$714K 0.06%
3,258
+1,286
183
$713K 0.06%
11,071
+10,209
184
$690K 0.06%
836
+392
185
$677K 0.06%
150,458
-4,235
186
$655K 0.06%
5,355
+5,278
187
$654K 0.06%
644
+261
188
$642K 0.06%
4,810
+2,383
189
$631K 0.06%
4,802
-549
190
$631K 0.06%
20,545
-283
191
$627K 0.06%
71,838
+50,409
192
$625K 0.06%
1,968
-4
193
$624K 0.06%
3,658
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194
$589K 0.05%
2,542
+2,535
195
$586K 0.05%
+8,710
196
$579K 0.05%
1,387
+1,150
197
$567K 0.05%
+2,862
198
$564K 0.05%
3,799
+2,728
199
$550K 0.05%
25,393
+17,801
200
$545K 0.05%
3,200
+2,670
6 7
8
9 10