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
626
$4K ﹤0.01%
2
627
$4K ﹤0.01%
17
-1,998
628
$4K ﹤0.01%
29
-10,841
629
$3K ﹤0.01%
23
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630
$3K ﹤0.01%
98
631
$3K ﹤0.01%
94
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632
$3K ﹤0.01%
3
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633
$3K ﹤0.01%
63
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634
$3K ﹤0.01%
+106
635
$2K ﹤0.01%
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636
$2K ﹤0.01%
47
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637
$2K ﹤0.01%
4
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638
$2K ﹤0.01%
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639
$2K ﹤0.01%
10
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640
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$1K ﹤0.01%
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$1K ﹤0.01%
4
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646
$1K ﹤0.01%
22
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647
$1K ﹤0.01%
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648
$1K ﹤0.01%
1
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649
$1K ﹤0.01%
4
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650
$1K ﹤0.01%
8
-1,282
24 25
26
27 28