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
26
$2.64M 0.76%
96,612
-15,020
27
$2.63M 0.76%
40,307
-5,899
28
$2.61M 0.76%
58,760
-420
29
$2.4M 0.69%
4,735
+1,882
30
$2.38M 0.69%
7,368
+585
31
$2.23M 0.65%
8,072
+645
32
$2.21M 0.64%
8,274
+2,853
33
$2.09M 0.61%
7,349
+286
34
$2.02M 0.58%
11,335
-668
35
$1.98M 0.57%
5,803
+845
36
$1.94M 0.56%
14,458
-2,650
37
$1.87M 0.54%
33,388
+6,259
38
$1.58M 0.46%
+241,622
39
$1.52M 0.44%
24,049
-405
40
$1.44M 0.42%
8,788
+3,441
41
$1.27M 0.37%
7,658
+1,135
42
$1.23M 0.36%
12,873
+860
43
$1.22M 0.35%
3
44
$1.18M 0.34%
6,283
+49
45
$1.11M 0.32%
9,861
-2,711
46
$1.07M 0.31%
17,249
+5,777
47
$997K 0.29%
11,403
+156
48
$964K 0.28%
61,175
+24,324
49
$962K 0.28%
6,687
+656
50
$932K 0.27%
2,411
+1,143
1
2
3 4 5