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
476
$72K ﹤0.01%
381
477
$71K ﹤0.01%
+822
478
$70K ﹤0.01%
+670
479
$70K ﹤0.01%
+284
480
$70K ﹤0.01%
413
-1,764
481
$69K ﹤0.01%
+1,270
482
$67K ﹤0.01%
3,562
483
$64K ﹤0.01%
1,013
+622
484
$62K ﹤0.01%
2,346
-7,815
485
$62K ﹤0.01%
359
486
$61K ﹤0.01%
604
-811
487
$59K ﹤0.01%
2,927
+1,445
488
$56K ﹤0.01%
2,109
-17,838
489
$56K ﹤0.01%
8,400
490
$55K ﹤0.01%
1,797
-10,580
491
$55K ﹤0.01%
1,168
492
$54K ﹤0.01%
1,488
493
$54K ﹤0.01%
672
-12,891
494
$52K ﹤0.01%
+2,611
495
$52K ﹤0.01%
+312
496
$51K ﹤0.01%
303
-7,548
497
$47K ﹤0.01%
50
-503
498
$47K ﹤0.01%
564
-2,197
499
$45K ﹤0.01%
516
-9,375
500
$45K ﹤0.01%
293
-4,195
18 19
20
21 22