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
276
$115K 0.03%
5,577
277
$114K 0.03%
3,097
278
$114K 0.03%
3,037
279
$113K 0.03%
1,357
+1,022
280
$112K 0.03%
416
-340
281
$112K 0.03%
587
+423
282
$111K 0.03%
2,267
-1,850
283
$110K 0.03%
2,120
-1,640
284
$109K 0.03%
4,109
285
$109K 0.03%
2,835
+2,612
286
$107K 0.03%
+468
287
$106K 0.03%
3,098
288
$106K 0.03%
799
+703
289
$106K 0.03%
2,983
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290
$105K 0.03%
2,728
291
$105K 0.03%
4,260
292
$105K 0.03%
888
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293
$105K 0.03%
344
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294
$104K 0.03%
935
295
$103K 0.03%
2,411
-2,802
296
$103K 0.03%
853
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297
$101K 0.03%
1,339
+267
298
$101K 0.03%
17,273
299
$100K 0.03%
+2,592
300
$98K 0.03%
5,349
+3,016
10 11
12
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