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
626
$4K ﹤0.01%
51
627
$4K ﹤0.01%
+180
628
$4K ﹤0.01%
+59
629
$3K ﹤0.01%
23
-4,656
630
$3K ﹤0.01%
98
631
$3K ﹤0.01%
94
-3,112
632
$3K ﹤0.01%
3
-460
633
$3K ﹤0.01%
63
-30
634
$3K ﹤0.01%
+106
635
$2K ﹤0.01%
+15
636
$2K ﹤0.01%
47
-387
637
$2K ﹤0.01%
4
-17
638
$2K ﹤0.01%
60
639
$2K ﹤0.01%
10
-1,646
640
$2K ﹤0.01%
+10
641
$2K ﹤0.01%
+31
642
$1K ﹤0.01%
+24
643
$1K ﹤0.01%
19
644
$1K ﹤0.01%
31
-6,223
645
$1K ﹤0.01%
34
646
$1K ﹤0.01%
42
647
$1K ﹤0.01%
+26
648
$1K ﹤0.01%
+23
649
$1K ﹤0.01%
27
-266
650
$1K ﹤0.01%
16
-458
24 25
26
27 28