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
351
$227K 0.01%
+2,500
352
$227K 0.01%
+1,723
353
$226K 0.01%
+1,283
354
$221K 0.01%
4,381
355
$221K 0.01%
2,399
+120
356
$220K 0.01%
948
357
$218K 0.01%
+1,218
358
$216K 0.01%
1,564
359
$215K 0.01%
5,227
-1,788
360
$206K 0.01%
+6,651
361
$204K 0.01%
1,337
-5,265
362
$203K 0.01%
3,725
+1,905
363
$202K 0.01%
+2,419
364
$200K 0.01%
540
+160
365
$197K 0.01%
+7,243
366
$194K 0.01%
1,265
367
$191K 0.01%
+9,280
368
$189K 0.01%
432
-3,499
369
$187K 0.01%
9,250
+2,113
370
$187K 0.01%
2,136
-6,344
371
$186K 0.01%
3,192
+443
372
$180K 0.01%
839
-2,059
373
$180K 0.01%
3,923
+3,785
374
$180K 0.01%
+1,269
375
$180K 0.01%
2,290
13 14
15
16 17