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
276
$147K 0.03%
1,040
-93
277
$147K 0.03%
6,272
+4,466
278
$145K 0.03%
1,602
-2,351
279
$145K 0.03%
546
-528
280
$144K 0.03%
1,917
281
$142K 0.03%
5,380
282
$142K 0.03%
1,206
-101
283
$141K 0.03%
+5,686
284
$140K 0.03%
2,799
-4,459
285
$139K 0.03%
1,979
286
$138K 0.03%
4,881
+1,143
287
$137K 0.03%
3,401
288
$137K 0.03%
1,532
+974
289
$136K 0.03%
1,370
290
$136K 0.03%
5,028
+4,208
291
$134K 0.03%
2,744
292
$133K 0.03%
765
+430
293
$132K 0.03%
1,815
294
$131K 0.03%
+2,299
295
$131K 0.03%
935
-3,107
296
$130K 0.03%
955
-971
297
$130K 0.03%
1,845
298
$129K 0.03%
5,811
+2,795
299
$129K 0.03%
1,787
-1,110
300
$128K 0.03%
2,160
10 11
12
13 14