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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
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
651
$1K ﹤0.01%
6
-18,921
652
$1K ﹤0.01%
14
653
$1K ﹤0.01%
2
-14
654
$1K ﹤0.01%
6
655
$1K ﹤0.01%
+24
656
$1K ﹤0.01%
19
657
$1K ﹤0.01%
31
-6,223
658
$1K ﹤0.01%
34
659
$1K ﹤0.01%
42
660
$1K ﹤0.01%
+26
661
– –
-5,166
662
– –
-1,358
663
$0 ﹤0.01%
2
-200
664
– –
-690
665
– –
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666
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-93
667
– –
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668
– –
-3,839
669
– –
-225,559
670
– –
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671
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672
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673
– –
-825
674
– –
-1,474
675
– –
-557
25 26
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28 29