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
451
$47K 0.01%
176
-2,460
452
$47K 0.01%
566
453
$47K 0.01%
379
454
$46K 0.01%
1,423
455
$46K 0.01%
+359
456
$46K 0.01%
1,072
457
$46K 0.01%
+3,357
458
$45K 0.01%
171
459
$45K 0.01%
287
460
$45K 0.01%
230
461
$45K 0.01%
278
462
$45K 0.01%
1,705
463
$43K 0.01%
287
464
$43K 0.01%
791
-2,208
465
$43K 0.01%
1,063
466
$43K 0.01%
+288
467
$43K 0.01%
949
468
$43K 0.01%
3,330
469
$42K 0.01%
1,470
470
$42K 0.01%
+253
471
$42K 0.01%
14,182
472
$41K 0.01%
1,922
473
$41K 0.01%
631
474
$41K 0.01%
396
475
$41K 0.01%
1,103
17 18
19
20 21