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
651
$1K ﹤0.01%
4
-1,248
652
$1K ﹤0.01%
22
-14,564
653
$1K ﹤0.01%
+5
654
$1K ﹤0.01%
1
-1,064
655
$1K ﹤0.01%
4
-2
656
$1K ﹤0.01%
8
-1,282
657
$1K ﹤0.01%
6
-18,921
658
$1K ﹤0.01%
14
659
$1K ﹤0.01%
2
-14
660
$1K ﹤0.01%
6
661
– –
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663
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664
$0 ﹤0.01%
2
665
– –
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666
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668
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669
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670
$0 ﹤0.01%
1
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671
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672
$0 ﹤0.01%
1
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673
– –
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674
$0 ﹤0.01%
5
675
– –
-10,034
25 26
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