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
526
$27K ﹤0.01%
1,053
527
$27K ﹤0.01%
211
-1,320
528
$27K ﹤0.01%
113
529
$25K ﹤0.01%
151
+122
530
$25K ﹤0.01%
80
-23
531
$25K ﹤0.01%
76
532
$24K ﹤0.01%
395
-6,433
533
$24K ﹤0.01%
756
534
$24K ﹤0.01%
301
-199
535
$23K ﹤0.01%
1,240
-4,424
536
$23K ﹤0.01%
597
+103
537
$23K ﹤0.01%
185
-164
538
$23K ﹤0.01%
12,664
-900,000
539
$23K ﹤0.01%
199
-1,246
540
$23K ﹤0.01%
17
541
$23K ﹤0.01%
516
-1,895
542
$22K ﹤0.01%
187
543
$22K ﹤0.01%
322
544
$22K ﹤0.01%
5,234
+2,617
545
$21K ﹤0.01%
+341
546
$20K ﹤0.01%
231
-5,103
547
$20K ﹤0.01%
138
-1,126
548
$19K ﹤0.01%
+231
549
$19K ﹤0.01%
153
+93
550
$19K ﹤0.01%
440
-10,513
20 21
22
23 24