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
276
$487K 0.02%
2,908
+2,601
277
$481K 0.02%
17,357
-8,921
278
$472K 0.02%
6,110
+1,000
279
$471K 0.02%
5,734
280
$468K 0.02%
11,821
281
$467K 0.02%
5,194
-5,689
282
$466K 0.02%
2,266
-3,776
283
$457K 0.02%
6,432
-3,230
284
$441K 0.02%
8,276
285
$437K 0.02%
9,193
+413
286
$436K 0.02%
5,530
-28,711
287
$434K 0.02%
2,912
-4,481
288
$433K 0.02%
870
+257
289
$432K 0.02%
4,356
-1,697
290
$431K 0.02%
8,065
+5,332
291
$431K 0.02%
3,940
292
$430K 0.02%
12,553
+8,067
293
$422K 0.02%
3,410
294
$422K 0.02%
2,401
-24
295
$421K 0.02%
1,594
-21
296
$421K 0.02%
9,303
297
$416K 0.02%
1,886
-1,658
298
$414K 0.02%
+7,163
299
$407K 0.02%
1,957
+1,471
300
$397K 0.02%
+2,723
10 11
12
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