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
326
$84K 0.02%
1,908
327
$84K 0.02%
3,250
328
$84K 0.02%
1,436
+1,424
329
$83K 0.02%
453
330
$83K 0.02%
922
331
$83K 0.02%
1,899
-1,914
332
$83K 0.02%
1,920
+483
333
$82K 0.02%
1,206
334
$82K 0.02%
2,280
335
$82K 0.02%
906
-1,997
336
$81K 0.02%
+837
337
$80K 0.02%
3,114
+370
338
$80K 0.02%
2,161
+1,055
339
$80K 0.02%
489
-899
340
$79K 0.02%
5,587
341
$79K 0.02%
809
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342
$79K 0.02%
416
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343
$78K 0.02%
2,104
+480
344
$78K 0.02%
+3,924
345
$77K 0.02%
670
346
$77K 0.02%
1,779
347
$76K 0.02%
3,787
-4,255
348
$76K 0.02%
410
+321
349
$76K 0.02%
1,001
-959
350
$76K 0.02%
7,213
12 13
14
15 16