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
476
$41K 0.01%
2,147
+1,163
477
$41K 0.01%
407
478
$41K 0.01%
108
-341
479
$41K 0.01%
691
480
$41K 0.01%
147
481
$41K 0.01%
853
482
$40K 0.01%
526
-1,560
483
$40K 0.01%
201
484
$40K 0.01%
9
485
$40K 0.01%
933
486
$39K 0.01%
351
487
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164
488
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208
489
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490
$38K 0.01%
45
491
$38K 0.01%
446
492
$37K 0.01%
274
493
$37K 0.01%
479
494
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512
495
$37K 0.01%
6,250
496
$37K 0.01%
166
497
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487
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498
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675
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499
$37K 0.01%
90
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500
$36K 0.01%
257
18 19
20
21 22