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
501
$29K 0.01%
639
-1,017
502
$29K 0.01%
+944
503
$29K 0.01%
853
504
$29K 0.01%
208
505
$29K 0.01%
143
506
$28K 0.01%
566
-1,081
507
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+1,887
508
$28K 0.01%
1,072
509
$27K 0.01%
461
510
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1,023
511
$27K 0.01%
1,943
-4,637
512
$27K 0.01%
642
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513
$26K 0.01%
678
514
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382
515
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516
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765
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517
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518
$25K 0.01%
987
519
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520
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522
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763
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523
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393
524
$25K 0.01%
256
525
$25K 0.01%
565
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