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
301
$97K 0.03%
713
-1,196
302
$97K 0.03%
516
-211
303
$97K 0.03%
117
+108
304
$96K 0.03%
2,389
305
$96K 0.03%
1,562
+957
306
$95K 0.03%
805
-1,390
307
$95K 0.03%
+5,495
308
$95K 0.03%
2,296
-244
309
$95K 0.03%
1,845
310
$95K 0.03%
5,081
311
$95K 0.03%
+340
312
$94K 0.03%
4,461
313
$93K 0.03%
696
314
$93K 0.03%
426
315
$92K 0.03%
887
-1,882
316
$92K 0.03%
2,431
+2,007
317
$91K 0.03%
+185
318
$90K 0.03%
5,380
319
$89K 0.03%
2,028
-2,627
320
$88K 0.03%
+3,139
321
$88K 0.03%
+975
322
$88K 0.03%
1,081
323
$87K 0.03%
+317
324
$86K 0.02%
1,181
325
$85K 0.02%
763
+67
11 12
13
14 15