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
501
$36K 0.01%
1,635
502
$36K 0.01%
565
503
$35K 0.01%
81
-1,012
504
$35K 0.01%
119
505
$35K 0.01%
3,586
-975
506
$35K 0.01%
415
507
$35K 0.01%
424
508
$35K 0.01%
1,006
509
$34K 0.01%
774
510
$34K 0.01%
2,461
511
$33K 0.01%
690
512
$33K 0.01%
678
513
$33K 0.01%
2,264
514
$33K 0.01%
523
515
$32K 0.01%
461
-635
516
$32K 0.01%
430
-1,171
517
$32K 0.01%
+374
518
$32K 0.01%
377
519
$32K 0.01%
547
520
$31K 0.01%
2,262
521
$31K 0.01%
272
522
$31K 0.01%
1,023
523
$31K 0.01%
367
524
$31K 0.01%
143
-211
525
$31K 0.01%
335
19 20
21
22 23