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
376
$75K 0.02%
4,458
377
$75K 0.02%
782
-218
378
$74K 0.02%
949
-1,279
379
$73K 0.02%
1,974
380
$72K 0.02%
932
381
$71K 0.01%
1,980
382
$71K 0.01%
1,714
-1,801
383
$71K 0.01%
859
-245
384
$70K 0.01%
+1,446
385
$69K 0.01%
+1,624
386
$69K 0.01%
2,831
+1,924
387
$68K 0.01%
277
388
$67K 0.01%
1,210
+694
389
$66K 0.01%
157
-288
390
$66K 0.01%
914
-1,544
391
$65K 0.01%
+1,319
392
$65K 0.01%
478
393
$65K 0.01%
767
394
$64K 0.01%
4,556
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395
$64K 0.01%
4,157
396
$63K 0.01%
117
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397
$63K 0.01%
413
398
$62K 0.01%
1,590
399
$62K 0.01%
346
-395
400
$62K 0.01%
412
14 15
16
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