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
$345M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.83M
3
+$4.22M
4
DADA
Dada Nexus
DADA
+$4.08M
5
TAL icon
TAL Education Group
TAL
+$2.86M

Top Sells

1
+$4.07M
2
+$2.98M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
BABA icon
Alibaba
BABA
+$2.05M

Sector Composition

1 Consumer Discretionary 30.38%
2 Technology 22.19%
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
251
$133K 0.04%
1,112
-338
252
$133K 0.04%
1,760
-19,360
253
$133K 0.04%
+870
254
$132K 0.04%
556
+415
255
$130K 0.04%
+1,488
256
$130K 0.04%
2,132
+153
257
$130K 0.04%
1,608
+1,082
258
$130K 0.04%
2,150
+233
259
$129K 0.04%
2,622
260
$128K 0.04%
1,579
261
$127K 0.04%
+4,348
262
$125K 0.04%
1,783
+757
263
$125K 0.04%
3,133
+808
264
$124K 0.04%
10,451
265
$124K 0.04%
1,295
+11
266
$123K 0.04%
+4,675
267
$123K 0.04%
+7,218
268
$123K 0.04%
1,330
+951
269
$120K 0.03%
1,040
270
$119K 0.03%
3,401
271
$118K 0.03%
4,685
+2,995
272
$117K 0.03%
1,204
+80
273
$116K 0.03%
3,537
-651
274
$116K 0.03%
1,238
+20
275
$116K 0.03%
2,052
+1,734
9 10
11
12 13