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
401
$56K 0.02%
629
-279
402
$56K 0.02%
859
403
$56K 0.02%
341
-26
404
$56K 0.02%
234
405
$56K 0.02%
1,598
406
$55K 0.02%
717
-1,046
407
$55K 0.02%
1,538
408
$55K 0.02%
347
409
$54K 0.02%
412
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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
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700
419
$50K 0.01%
155
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420
$50K 0.01%
910
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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
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