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
$966M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$17.5M
3
+$7.17M
4
TCOM icon
Trip.com Group
TCOM
+$7.01M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.31M

Top Sells

1
+$58M
2
+$37.4M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$9.25M
5
DQ
Daqo New Energy
DQ
+$7.62M

Sector Composition

1 Consumer Staples 38.6%
2 Consumer Discretionary 23.69%
3 Communication Services 17.09%
4 Technology 12.05%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K ﹤0.01%
+1,250
352
$28K ﹤0.01%
433
-2,229
353
$27K ﹤0.01%
+93
354
$27K ﹤0.01%
410
-247
355
$26K ﹤0.01%
+1,200
356
$25K ﹤0.01%
+621
357
$25K ﹤0.01%
391
358
$25K ﹤0.01%
+346
359
$25K ﹤0.01%
205
-326
360
$24K ﹤0.01%
+325
361
$24K ﹤0.01%
1,611
-600
362
$23K ﹤0.01%
+762
363
$23K ﹤0.01%
+84
364
$23K ﹤0.01%
+306
365
$23K ﹤0.01%
+708
366
$22K ﹤0.01%
+164
367
$22K ﹤0.01%
+242
368
$21K ﹤0.01%
1,074
369
$20K ﹤0.01%
+604
370
$20K ﹤0.01%
+1,234
371
$20K ﹤0.01%
+542
372
$20K ﹤0.01%
+296
373
$20K ﹤0.01%
274
-557
374
$19K ﹤0.01%
750
+150
375
$19K ﹤0.01%
3,264
+500
13 14
15
16 17