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
201
$161K 0.03%
+996
202
$159K 0.03%
2,242
+1,523
203
$158K 0.03%
2,336
+536
204
$156K 0.03%
+2,892
205
$156K 0.03%
1,451
206
$156K 0.03%
+2,142
207
$153K 0.03%
+6,764
208
$152K 0.03%
+2,115
209
$151K 0.03%
1,568
+1,166
210
$151K 0.03%
2,250
211
$150K 0.03%
6,238
+4,971
212
$148K 0.03%
1,224
+988
213
$147K 0.03%
+1,245
214
$146K 0.03%
+862
215
$146K 0.03%
+4,137
216
$146K 0.03%
+1,595
217
$145K 0.02%
1,000
218
$145K 0.02%
1,867
+483
219
$142K 0.02%
800
+426
220
$142K 0.02%
+2,649
221
$141K 0.02%
+6,104
222
$141K 0.02%
1,513
+1,122
223
$141K 0.02%
574
+457
224
$139K 0.02%
3,700
225
$139K 0.02%
1,067
+557
7 8
9
10 11