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
$629M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.4M
3
+$9.98M
4
EDU icon
New Oriental
EDU
+$9.81M
5
GLD icon
SPDR Gold Trust
GLD
+$4.16M

Top Sells

1
+$27.7M
2
+$18.5M
3
+$16.3M
4
BABA icon
Alibaba
BABA
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.29M

Sector Composition

1 Consumer Discretionary 40.11%
2 Communication Services 20.1%
3 Consumer Staples 17.87%
4 Technology 10.64%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
525
227
$40K 0.01%
+394
228
$40K 0.01%
192
229
$39K 0.01%
+531
230
$39K 0.01%
1,110
-1,215
231
$39K 0.01%
+242
232
$39K 0.01%
+1,293
233
$39K 0.01%
+1,091
234
$39K 0.01%
+578
235
$39K 0.01%
+719
236
$39K 0.01%
+636
237
$39K 0.01%
+431
238
$38K 0.01%
+491
239
$37K 0.01%
+259
240
$36K 0.01%
359
241
$36K 0.01%
+712
242
$36K 0.01%
+1,276
243
$36K 0.01%
+359
244
$35K 0.01%
1,600
245
$34K 0.01%
+200
246
$34K 0.01%
297
247
$34K 0.01%
+1,800
248
$33K 0.01%
1,240
249
$32K 0.01%
+807
250
$31K ﹤0.01%
800
8 9
10
11 12