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
$345M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.83M
3
+$4.22M
4
DADA
Dada Nexus
DADA
+$4.08M
5
TAL icon
TAL Education Group
TAL
+$2.86M

Top Sells

1
+$4.07M
2
+$2.98M
3
+$2.24M
4
NVDA icon
NVIDIA
NVDA
+$2.05M
5
BABA icon
Alibaba
BABA
+$2.05M

Sector Composition

1 Consumer Discretionary 30.38%
2 Technology 22.19%
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
476
$34K 0.01%
1,103
477
$34K 0.01%
743
-191
478
$34K 0.01%
2,147
479
$33K 0.01%
2,464
-2,277
480
$33K 0.01%
287
481
$33K 0.01%
1,635
482
$33K 0.01%
+245
483
$33K 0.01%
378
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484
$33K 0.01%
1,922
485
$32K 0.01%
699
-1,493
486
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415
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487
$31K 0.01%
201
488
$31K 0.01%
227
489
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490
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491
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949
492
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610
493
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675
494
$30K 0.01%
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$30K 0.01%
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497
$30K 0.01%
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498
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499
$29K 0.01%
430
500
$29K 0.01%
351
18 19
20
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