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
$477M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$8.04M
3
+$7.61M
4
JD icon
JD.com
JD
+$4.71M
5
TCOM icon
Trip.com Group
TCOM
+$1.84M

Top Sells

1
+$11.7M
2
+$9.71M
3
+$8.34M
4
CRM icon
Salesforce
CRM
+$8.03M
5
RBLX icon
Roblox
RBLX
+$6.03M

Sector Composition

1 Technology 39.89%
2 Consumer Discretionary 25.06%
3 Communication Services 11.11%
4 Financials 5%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$166K 0.03%
4,452
+1,151
252
$166K 0.03%
3,378
+2,328
253
$166K 0.03%
537
-45
254
$166K 0.03%
21,013
+5,689
255
$165K 0.03%
2,662
+531
256
$165K 0.03%
4,081
+2,790
257
$164K 0.03%
1,252
+856
258
$164K 0.03%
1,561
259
$163K 0.03%
3,126
+2,090
260
$163K 0.03%
7,206
-315
261
$161K 0.03%
1,569
+1,120
262
$161K 0.03%
+4,260
263
$161K 0.03%
2,268
+659
264
$159K 0.03%
2,622
-2,574
265
$154K 0.03%
874
266
$152K 0.03%
4,741
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267
$152K 0.03%
1,113
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268
$152K 0.03%
1,000
-84
269
$151K 0.03%
6,580
270
$150K 0.03%
1,645
-312
271
$150K 0.03%
8,880
-11,160
272
$150K 0.03%
1,929
-910
273
$149K 0.03%
9,543
274
$148K 0.03%
1,489
275
$148K 0.03%
3,037
+2,186
9 10
11
12 13