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
501
$44K ﹤0.01%
94
-199
502
$44K ﹤0.01%
337
-3,607
503
$43K ﹤0.01%
373
504
$41K ﹤0.01%
698
-1,197
505
$40K ﹤0.01%
10,421
-110,000
506
$40K ﹤0.01%
382
-1,601
507
$39K ﹤0.01%
524
+262
508
$38K ﹤0.01%
+3,812
509
$37K ﹤0.01%
+5,716
510
$36K ﹤0.01%
1,175
511
$36K ﹤0.01%
199
-1,394
512
$35K ﹤0.01%
503
513
$33K ﹤0.01%
125
514
$33K ﹤0.01%
1,239
-11,587
515
$33K ﹤0.01%
308
-954
516
$32K ﹤0.01%
412
-1,045
517
$31K ﹤0.01%
38
-779
518
$31K ﹤0.01%
182
519
$31K ﹤0.01%
3,057
-2,247
520
$30K ﹤0.01%
82
-3,871
521
$30K ﹤0.01%
214
522
$30K ﹤0.01%
1,200
-4,200
523
$29K ﹤0.01%
269
524
$29K ﹤0.01%
1,641
-51,463
525
$28K ﹤0.01%
536
-3,304
19 20
21
22 23