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
376
$64K 0.02%
1,280
-649
377
$64K 0.02%
653
378
$64K 0.02%
1,714
379
$64K 0.02%
3,508
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380
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1,405
-1,166
381
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2,299
382
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1,952
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383
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461
384
$62K 0.02%
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385
$62K 0.02%
154
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386
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228
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387
$61K 0.02%
1,980
388
$61K 0.02%
2,370
+1,051
389
$60K 0.02%
399
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3,617
-5,432
391
$60K 0.02%
478
392
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393
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394
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429
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715
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465
399
$57K 0.02%
263
400
$57K 0.02%
+1,133
14 15
16
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