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
451
$89K ﹤0.01%
+1,392
452
$89K ﹤0.01%
+284
453
$88K ﹤0.01%
1,102
-2,793
454
$88K ﹤0.01%
1,829
455
$86K ﹤0.01%
2,582
-4,851
456
$85K ﹤0.01%
196
457
$85K ﹤0.01%
+708
458
$85K ﹤0.01%
2,160
-2,221
459
$85K ﹤0.01%
2,031
-1,766
460
$85K ﹤0.01%
1,965
461
$84K ﹤0.01%
521
-2,947
462
$84K ﹤0.01%
+1,312
463
$84K ﹤0.01%
718
-7,438
464
$83K ﹤0.01%
637
-7,104
465
$83K ﹤0.01%
177
-460
466
$82K ﹤0.01%
533
-4,696
467
$81K ﹤0.01%
3,794
468
$80K ﹤0.01%
+2,189
469
$79K ﹤0.01%
+1,300
470
$78K ﹤0.01%
151
471
$78K ﹤0.01%
288
+287
472
$76K ﹤0.01%
219
+209
473
$76K ﹤0.01%
588
-2,042
474
$73K ﹤0.01%
+1,184
475
$73K ﹤0.01%
811
-6,145
17 18
19
20 21