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
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$34.1M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.7M

Top Sells

1
+$8.64M
2
+$7.83M
3
+$5.49M
4
APH icon
Amphenol
APH
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.04M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.43M 0.07%
3,879
-315
177
$1.4M 0.06%
6,042
+4,006
178
$1.39M 0.06%
22,475
+17,263
179
$1.38M 0.06%
+5,498
180
$1.36M 0.06%
7,843
+1,690
181
$1.36M 0.06%
13,563
+10,507
182
$1.36M 0.06%
2
183
$1.36M 0.06%
22,540
-12,687
184
$1.36M 0.06%
+8,223
185
$1.33M 0.06%
19,001
+18,934
186
$1.3M 0.06%
1,864
+1,835
187
$1.28M 0.06%
3,866
+3,296
188
$1.28M 0.06%
2,406
+2,375
189
$1.27M 0.06%
8,584
+6,517
190
$1.27M 0.06%
7,107
+3,588
191
$1.26M 0.06%
+5,284
192
$1.26M 0.06%
14,126
+6,854
193
$1.25M 0.06%
+19,059
194
$1.22M 0.06%
20,203
+4,177
195
$1.21M 0.06%
11,933
+7,095
196
$1.19M 0.06%
22,720
+20,142
197
$1.19M 0.06%
32,525
+7,118
198
$1.18M 0.05%
2,073
+2,031
199
$1.15M 0.05%
11,695
+9,787
200
$1.12M 0.05%
8,576
+1,866
6 7
8
9 10