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
$629M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.1M
3
+$9.71M
4
TAL icon
TAL Education Group
TAL
+$9.34M
5
GLD icon
SPDR Gold Trust
GLD
+$3.99M

Top Sells

1
+$27M
2
+$18.5M
3
+$13.3M
4
BABA icon
Alibaba
BABA
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$7.11M

Sector Composition

1 Consumer Discretionary 40.11%
2 Communication Services 20.1%
3 Consumer Staples 17.87%
4 Technology 10.64%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.19%
7,557
+6,000
27
$1.12M 0.18%
+25,668
28
$1.1M 0.18%
9,167
-285
29
$1.09M 0.17%
49,270
+3,237
30
$1.06M 0.17%
4,253
+1,194
31
$946K 0.15%
75,933
-12,577
32
$940K 0.15%
29,250
-9,000
33
$904K 0.14%
+34,000
34
$888K 0.14%
10,000
-150,000
35
$807K 0.13%
+23,213
36
$782K 0.12%
+10,000
37
– –
-850
38
$742K 0.12%
2,213
39
$686K 0.11%
2,514
-1,464
40
$636K 0.1%
1,624
+193
41
$631K 0.1%
3,213
+259
42
$601K 0.1%
1,758
43
$598K 0.1%
23,604
-6,620
44
$587K 0.09%
+33,202
45
$587K 0.09%
12,333
-25,725
46
$567K 0.09%
+20,498
47
$556K 0.09%
+10,161
48
$547K 0.09%
8,710
-9,200
49
$523K 0.08%
2,132
50
$520K 0.08%
18,310
1
2
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