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
501
$29K 0.01%
3,195
-5,087
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
$28K 0.01%
+1,887
508
$28K 0.01%
1,072
509
$27K 0.01%
461
510
$27K 0.01%
1,023
511
$27K 0.01%
1,943
-4,637
512
$27K 0.01%
631
-1,061
513
$26K 0.01%
678
514
$26K 0.01%
382
515
$26K 0.01%
396
516
$26K 0.01%
765
-2,034
517
$26K 0.01%
+1,012
518
$25K 0.01%
987
519
$25K 0.01%
565
520
$25K 0.01%
3,357
521
$25K 0.01%
171
522
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523
523
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+299
524
$25K 0.01%
763
-1,564
525
$25K 0.01%
393
19 20
21
22 23