HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$6.59M
3
+$3.16M
4
BEKE icon
KE Holdings
BEKE
+$3.04M
5
DADA
Dada Nexus
DADA
+$2.92M

Top Sells

1
+$3.4M
2
+$2.48M
3
+$1.72M
4
INTU icon
Intuit
INTU
+$1.66M
5
ADBE icon
Adobe
ADBE
+$1.63M

Sector Composition

1 Consumer Discretionary 30.38%
2 Technology 22.2%
3 Communication Services 10.45%
4 Financials 7.9%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$159K 0.05%
270
+174
227
$158K 0.05%
1,497
+245
228
$157K 0.05%
4,197
+1,018
229
$153K 0.04%
2,479
+1,274
230
$152K 0.04%
2,136
+278
231
$152K 0.04%
5,126
232
$149K 0.04%
4,448
233
$148K 0.04%
1,751
+1,226
234
$147K 0.04%
2,539
235
$147K 0.04%
2,885
236
$146K 0.04%
5,944
+1,492
237
$146K 0.04%
4,881
238
$145K 0.04%
639
+81
239
$145K 0.04%
4,010
-2,387
240
$145K 0.04%
3,510
241
$145K 0.04%
1,000
242
$144K 0.04%
4,890
+3,420
243
$144K 0.04%
3,875
244
$143K 0.04%
3,126
245
$142K 0.04%
650
246
$140K 0.04%
2,889
247
$139K 0.04%
997
-641
248
$139K 0.04%
1,370
249
$137K 0.04%
1,672
-860
250
$133K 0.04%
1,438
-951
8 9
10
11 12