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
576
$12K ﹤0.01%
81
-3,989
577
$12K ﹤0.01%
36
-163
578
$12K ﹤0.01%
+92
579
$11K ﹤0.01%
177
-3,714
580
$11K ﹤0.01%
107
581
$11K ﹤0.01%
550
-4,417
582
$11K ﹤0.01%
237
583
$11K ﹤0.01%
861
584
$10K ﹤0.01%
778
585
$10K ﹤0.01%
+897
586
$9K ﹤0.01%
+70
587
$9K ﹤0.01%
165
588
$8K ﹤0.01%
76
589
$8K ﹤0.01%
83
-496
590
$8K ﹤0.01%
42
-1,010
591
$8K ﹤0.01%
516
592
$8K ﹤0.01%
424
-4,376
593
$8K ﹤0.01%
54
-553
594
$7K ﹤0.01%
34
595
$7K ﹤0.01%
+16
596
$7K ﹤0.01%
152
-26,885
597
$7K ﹤0.01%
+98
598
$6K ﹤0.01%
141
-7,584
599
$6K ﹤0.01%
53
-1,146
600
$6K ﹤0.01%
+139
22 23
24
25 26