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
326
$320K 0.02%
+39,043
327
$319K 0.02%
2,738
-4,188
328
$314K 0.02%
551
-1,313
329
$311K 0.02%
+25,000
330
$308K 0.02%
1,787
331
$306K 0.02%
1,345
-1,836
332
$301K 0.01%
4,772
+3,487
333
$298K 0.01%
2,439
+1,885
334
$298K 0.01%
424
335
$297K 0.01%
585
+564
336
$293K 0.01%
8,971
+71
337
$291K 0.01%
+3,269
338
$282K 0.01%
2,922
-126
339
$272K 0.01%
2,258
340
$268K 0.01%
1,189
-4,095
341
$259K 0.01%
9,446
+8,106
342
$252K 0.01%
3,091
-773
343
$247K 0.01%
2,726
-9,207
344
$247K 0.01%
750
-2,019
345
$242K 0.01%
+17,604
346
$238K 0.01%
982
+647
347
$238K 0.01%
3,139
348
$235K 0.01%
8,058
-1,361
349
$235K 0.01%
2,626
-9,069
350
$229K 0.01%
+1,779
12 13
14
15 16