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
$345M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.83M
3
+$4.22M
4
DADA
Dada Nexus
DADA
+$4.08M
5
TAL icon
TAL Education Group
TAL
+$2.86M

Top Sells

1
+$4.07M
2
+$2.98M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
BABA icon
Alibaba
BABA
+$2.05M

Sector Composition

1 Consumer Discretionary 30.38%
2 Technology 22.19%
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
351
$76K 0.02%
2,598
-2,661
352
$75K 0.02%
908
-976
353
$75K 0.02%
1,303
354
$73K 0.02%
518
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355
$73K 0.02%
604
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356
$73K 0.02%
4,737
357
$73K 0.02%
271
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358
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+725
359
$69K 0.02%
173
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360
$69K 0.02%
+2,273
361
$69K 0.02%
949
362
$69K 0.02%
1,708
-834
363
$68K 0.02%
548
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364
$68K 0.02%
1,172
365
$67K 0.02%
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366
$66K 0.02%
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367
$66K 0.02%
32,974
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368
$66K 0.02%
3,576
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369
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370
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767
371
$66K 0.02%
2,908
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372
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1,061
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373
$65K 0.02%
1,981
374
$65K 0.02%
1,536
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375
$64K 0.02%
2,392
+418
13 14
15
16 17