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
476
$34K 0.01%
1,103
477
$34K 0.01%
743
-191
478
$34K 0.01%
2,147
479
$33K 0.01%
1,922
480
$33K 0.01%
2,464
-2,277
481
$33K 0.01%
287
482
$33K 0.01%
1,635
483
$33K 0.01%
+245
484
$33K 0.01%
378
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485
$32K 0.01%
699
-1,493
486
$32K 0.01%
415
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487
$31K 0.01%
201
488
$31K 0.01%
227
489
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1,107
490
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+510
491
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949
492
$31K 0.01%
610
493
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675
494
$30K 0.01%
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495
$30K 0.01%
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496
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497
$30K 0.01%
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498
$30K 0.01%
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499
$29K 0.01%
430
500
$29K 0.01%
351
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