HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$17.4M
3
+$10.9M
4
V icon
Visa
V
+$9.35M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$8.82M

Top Sells

1
+$15.3M
2
+$11.7M
3
+$9.13M
4
BABA icon
Alibaba
BABA
+$8.7M
5
AVGO icon
Broadcom
AVGO
+$7.42M

Sector Composition

1 Technology 42.93%
2 Consumer Discretionary 17.35%
3 Communication Services 13.98%
4 Healthcare 5.94%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$813K 0.04%
3,934
-3,991
227
$813K 0.04%
19,393
+7,714
228
$812K 0.04%
5,148
-77
229
$799K 0.04%
21,674
+8,472
230
$796K 0.04%
+6,004
231
$754K 0.04%
3,076
-2,949
232
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4,141
-4,335
233
$737K 0.04%
14,482
+13,303
234
$730K 0.04%
1,567
+1,007
235
$722K 0.04%
13,100
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236
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5,960
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237
$699K 0.03%
4,005
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238
$696K 0.03%
526
+406
239
$688K 0.03%
2,103
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240
$687K 0.03%
27,012
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241
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242
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11,758
-15,131
243
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244
$666K 0.03%
26,840
+7,389
245
$663K 0.03%
+6,088
246
$660K 0.03%
+4,007
247
$654K 0.03%
3,929
+38
248
$651K 0.03%
10,111
+5,615
249
$642K 0.03%
16,000
-14,349
250
$625K 0.03%
1,291
-1,115
8 9
10
11 12