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
251
$622K 0.03%
1,440
252
$608K 0.03%
2,885
+542
253
$590K 0.03%
14,405
254
$582K 0.03%
10,000
+139
255
$582K 0.03%
1,518
256
$581K 0.03%
8,259
-10,800
257
$579K 0.03%
+1,330
258
$566K 0.03%
4,273
-4,328
259
$566K 0.03%
25,513
260
$556K 0.03%
58,443
+23,247
261
$548K 0.03%
3,930
+1,892
262
$541K 0.03%
6,985
-38,993
263
$540K 0.03%
1,545
-1,444
264
$539K 0.03%
11,730
+3,873
265
$539K 0.03%
12,826
266
$538K 0.03%
4,780
-5,282
267
$532K 0.03%
2,026
-285
268
$530K 0.03%
6,810
+1,608
269
$525K 0.03%
6,702
+1,096
270
$523K 0.03%
1,944
-9,672
271
$515K 0.03%
+13,757
272
$514K 0.03%
+4,600
273
$510K 0.03%
+1,548
274
$494K 0.02%
2,025
+654
275
$490K 0.02%
11,579
+231
9 10
11
12 13