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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
826
$0 ﹤0.01%
1
-1,107
827
– –
-1,254
828
$0 ﹤0.01%
5
829
– –
-10,034
830
– –
-5,205
831
– –
-30,189
832
– –
-3,669
833
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-8,262
834
– –
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835
– –
-3,917
836
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837
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-46,472
838
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-1,433
839
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-3,174
840
$0 ﹤0.01%
1
841
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-846
842
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843
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-179
844
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-75
845
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846
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847
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-26,969
848
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849
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850
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-1,524
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