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
201
$532K 0.05%
11,716
-208
202
$528K 0.05%
+4,659
203
$527K 0.05%
3,596
+3,058
204
$522K 0.05%
5,589
+3,522
205
$518K 0.05%
6,632
-703
206
$518K 0.05%
1,906
+1,643
207
$506K 0.05%
703
+201
208
$500K 0.04%
+1,538
209
$498K 0.04%
3,467
+2,868
210
$496K 0.04%
3,170
+1,185
211
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2,602
+1,712
212
$483K 0.04%
+25,635
213
$479K 0.04%
1,598
+441
214
$472K 0.04%
51,982
-715
215
$472K 0.04%
+2,213
216
$470K 0.04%
+4,559
217
$468K 0.04%
7,395
+6,063
218
$467K 0.04%
9,049
+6,425
219
$461K 0.04%
752
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220
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3,182
+1,105
221
$454K 0.04%
1,567
+1,018
222
$454K 0.04%
4,781
+3,002
223
$447K 0.04%
1,651
224
$440K 0.04%
2,247
-8
225
$439K 0.04%
+4,717
7 8
9
10 11