HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
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
+$51.1M
2
+$18M
3
+$11.3M
4
V icon
Visa
V
+$9.32M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.18M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.2M
4
AMD icon
Advanced Micro Devices
AMD
+$9.88M
5
AVGO icon
Broadcom
AVGO
+$9.38M

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
376
$180K 0.01%
8,264
-7,503
377
$179K 0.01%
1,495
+1,048
378
$179K 0.01%
1,794
+1,748
379
$179K 0.01%
7,058
+7,000
380
$177K 0.01%
3,348
-9,914
381
$176K 0.01%
+6,962
382
$173K 0.01%
+648
383
$169K 0.01%
+1,064
384
$169K 0.01%
1,714
385
$169K 0.01%
+3,203
386
$162K 0.01%
2,043
387
$161K 0.01%
+1,890
388
$161K 0.01%
526
389
$156K 0.01%
1,700
+300
390
$155K 0.01%
1,734
391
$155K 0.01%
496
-688
392
$155K 0.01%
+2,860
393
$154K 0.01%
645
-2,798
394
$154K 0.01%
1,244
+922
395
$150K 0.01%
+4,142
396
$148K 0.01%
+531
397
$148K 0.01%
+6,259
398
$147K 0.01%
+285
399
$147K 0.01%
+17,047
400
$147K 0.01%
423
-98
14 15
16
17 18