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
301
$385K 0.02%
5,058
-6,767
302
$385K 0.02%
4,674
303
$383K 0.02%
+3,350
304
$383K 0.02%
+4,434
305
$380K 0.02%
1,397
-3,982
306
$379K 0.02%
1,269
+357
307
$378K 0.02%
2,893
-4,249
308
$376K 0.02%
1,729
-1,652
309
$374K 0.02%
2,421
+1,064
310
$372K 0.02%
+4,374
311
$371K 0.02%
3,698
312
$369K 0.02%
8,861
313
$366K 0.02%
4,503
+2
314
$363K 0.02%
11,608
+5,941
315
$362K 0.02%
3,790
-5,735
316
$358K 0.02%
11,830
-2,926
317
$355K 0.02%
+2,259
318
$353K 0.02%
61,868
319
$350K 0.02%
5,015
+3,201
320
$344K 0.02%
+3,700
321
$337K 0.02%
6,415
+5,154
322
$335K 0.02%
9,270
+5,791
323
$334K 0.02%
+14,263
324
$327K 0.02%
12,256
-18,187
325
$322K 0.02%
3,957
-16,118
11 12
13
14 15