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
401
$56K 0.02%
629
-279
402
$56K 0.02%
234
403
$56K 0.02%
1,598
404
$56K 0.02%
859
405
$56K 0.02%
341
-26
406
$55K 0.02%
717
-1,046
407
$55K 0.02%
1,538
408
$55K 0.02%
347
409
$54K 0.02%
412
-414
410
$54K 0.02%
806
+609
411
$53K 0.02%
1,225
-4,967
412
$52K 0.02%
529
413
$52K 0.02%
487
414
$51K 0.01%
+1,779
415
$51K 0.01%
1,380
-3,847
416
$51K 0.01%
1,631
+1,095
417
$51K 0.01%
230
418
$51K 0.01%
700
419
$50K 0.01%
910
+844
420
$50K 0.01%
155
+47
421
$49K 0.01%
2,274
-2,276
422
$49K 0.01%
1,373
423
$48K 0.01%
296
424
$48K 0.01%
+358
425
$48K 0.01%
225
15 16
17
18 19