HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
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
+$51.1M
2
+$18M
3
+$11.3M
4
V icon
Visa
V
+$9.32M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.18M

Top Sells

1
+$14.9M
2
+$11M
3
+$10.2M
4
AMD icon
Advanced Micro Devices
AMD
+$9.88M
5
AVGO icon
Broadcom
AVGO
+$9.38M

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
601
$6K ﹤0.01%
44
+32
602
$6K ﹤0.01%
+537
603
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+123
604
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+21
605
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+23
606
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33
607
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87
+76
608
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16
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609
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610
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+41
611
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56
613
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+354
614
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39
-4,091
615
$5K ﹤0.01%
+148
616
$5K ﹤0.01%
+22
617
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+20
618
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619
$5K ﹤0.01%
+62
620
$4K ﹤0.01%
51
621
$4K ﹤0.01%
+180
622
$4K ﹤0.01%
+59
623
$4K ﹤0.01%
129
-942
624
$4K ﹤0.01%
50
625
$4K ﹤0.01%
32
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