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
351
$100K 0.02%
1,081
352
$98K 0.02%
696
353
$97K 0.02%
2,142
+1,443
354
$97K 0.02%
225
-430
355
$97K 0.02%
421
356
$95K 0.02%
960
357
$92K 0.02%
1,206
358
$89K 0.02%
1,779
359
$88K 0.02%
367
-627
360
$87K 0.02%
202
361
$87K 0.02%
1,172
362
$86K 0.02%
418
363
$86K 0.02%
5,791
364
$84K 0.02%
173
365
$83K 0.02%
347
366
$82K 0.02%
599
367
$82K 0.02%
+3,200
368
$80K 0.02%
1,251
-4,689
369
$80K 0.02%
1,303
-2,578
370
$77K 0.02%
949
371
$77K 0.02%
586
372
$75K 0.02%
1,510
373
$75K 0.02%
1,598
374
$75K 0.02%
670
375
$75K 0.02%
855
13 14
15
16 17