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
401
$146K 0.01%
+1,068
402
$146K 0.01%
1,512
-7,020
403
$145K 0.01%
+1,810
404
$145K 0.01%
1,585
+241
405
$145K 0.01%
2,417
-2,612
406
$137K 0.01%
3,806
407
$134K 0.01%
2,548
-3,607
408
$132K 0.01%
+1,039
409
$131K 0.01%
929
410
$131K 0.01%
3,160
-18,312
411
$131K 0.01%
70
412
$127K 0.01%
+3,818
413
$124K 0.01%
2,696
414
$124K 0.01%
624
-1,767
415
$123K 0.01%
236
+206
416
$121K 0.01%
1,149
417
$119K 0.01%
1,085
+167
418
$118K 0.01%
6,069
419
$118K 0.01%
9,511
-9,000
420
$117K 0.01%
1,561
-6,702
421
$116K 0.01%
3,242
422
$116K 0.01%
2,477
-2,000
423
$114K 0.01%
+4,880
424
$113K 0.01%
824
-7,399
425
$113K 0.01%
1,815
15 16
17
18 19