HM

Harvest Management Portfolio holdings

AUM $270M
1-Year Est. Return 117.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+117.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.3M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.98M
3
+$4.07M
4
SWX icon
Southwest Gas
SWX
+$3.42M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$3.23M

Top Sells

1
+$9.7M
2
+$5.28M
3
+$4.85M
4
MNTV
Momentive Global Inc. Common Stock
MNTV
+$4.28M
5
PLAN
Anaplan, Inc.
PLAN
+$4M

Sector Composition

1 Technology 29.73%
2 Healthcare 23.15%
3 Communication Services 18.02%
4 Financials 5.68%
5 Utilities 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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