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
601
$6K ﹤0.01%
44
+32
602
$6K ﹤0.01%
+537
603
$5K ﹤0.01%
+123
604
$5K ﹤0.01%
+21
605
$5K ﹤0.01%
+23
606
$5K ﹤0.01%
33
607
$5K ﹤0.01%
87
+76
608
$5K ﹤0.01%
16
-14
609
$5K ﹤0.01%
+56
610
$5K ﹤0.01%
+41
611
$5K ﹤0.01%
+30
612
$5K ﹤0.01%
56
613
$5K ﹤0.01%
+354
614
$5K ﹤0.01%
39
-4,091
615
$5K ﹤0.01%
+148
616
$5K ﹤0.01%
+22
617
$5K ﹤0.01%
+20
618
$5K ﹤0.01%
29
619
$5K ﹤0.01%
+62
620
$4K ﹤0.01%
129
-942
621
$4K ﹤0.01%
50
622
$4K ﹤0.01%
32
623
$4K ﹤0.01%
2
624
$4K ﹤0.01%
17
-1,998
625
$4K ﹤0.01%
29
-10,841
23 24
25
26 27