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
451
$42K 0.01%
348
452
$41K 0.01%
+533
453
$40K 0.01%
1,016
454
$40K 0.01%
1,938
455
$39K 0.01%
+287
456
$39K 0.01%
+2,550
457
$39K 0.01%
1,088
458
$38K 0.01%
1,692
459
$38K 0.01%
2,564
-5,416
460
$37K 0.01%
210
+44
461
$37K 0.01%
1,444
-2,279
462
$37K 0.01%
854
463
$36K 0.01%
278
464
$36K 0.01%
691
465
$36K 0.01%
9
466
$36K 0.01%
147
467
$36K 0.01%
778
468
$36K 0.01%
3,330
469
$35K 0.01%
+496
470
$35K 0.01%
+40
471
$35K 0.01%
1,066
472
$35K 0.01%
+3,820
473
$35K 0.01%
+472
474
$35K 0.01%
646
-1,622
475
$34K 0.01%
+1,140
17 18
19
20 21