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
326
$110K 0.02%
+1,072
327
$110K 0.02%
+897
328
$110K 0.02%
+1,284
329
$109K 0.02%
504
330
$108K 0.02%
+870
331
$108K 0.02%
+2,617
332
$107K 0.02%
230
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333
$107K 0.02%
3,250
334
$106K 0.02%
2,471
-2,535
335
$105K 0.02%
1,647
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336
$105K 0.02%
696
337
$104K 0.02%
474
338
$104K 0.02%
1,895
339
$104K 0.02%
1,059
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340
$104K 0.02%
4,154
341
$103K 0.02%
3,097
-4,059
342
$103K 0.02%
1,981
343
$103K 0.02%
426
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344
$102K 0.02%
507
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$102K 0.02%
1,389
346
$101K 0.02%
184
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347
$101K 0.02%
1,060
+576
348
$101K 0.02%
863
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349
$100K 0.02%
5,587
350
$100K 0.02%
1,205
12 13
14
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