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
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
-82
355
$73K 0.02%
604
+459
356
$73K 0.02%
4,737
357
$73K 0.02%
271
+113
358
$70K 0.02%
+725
359
$69K 0.02%
173
-432
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%
1,135
-116
366
$66K 0.02%
631
367
$66K 0.02%
32,974
+26,724
368
$66K 0.02%
3,576
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369
$66K 0.02%
4,736
370
$66K 0.02%
2,908
-2,422
371
$66K 0.02%
767
372
$65K 0.02%
1,061
+823
373
$65K 0.02%
1,981
374
$65K 0.02%
1,536
+79
375
$64K 0.02%
2,392
+418
13 14
15
16 17