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
551
$21K 0.01%
400
-989
552
$21K 0.01%
308
553
$21K 0.01%
99
554
$20K 0.01%
96
+15
555
$20K 0.01%
2,262
556
$20K 0.01%
301
+243
557
$20K 0.01%
+673
558
$20K 0.01%
1,208
+793
559
$20K 0.01%
645
560
$20K 0.01%
+2,244
561
$19K 0.01%
43
-303
562
$19K 0.01%
288
563
$19K 0.01%
148
-438
564
$19K 0.01%
59
+16
565
$18K 0.01%
+229
566
$18K 0.01%
240
567
$18K 0.01%
+530
568
$18K 0.01%
+625
569
$17K ﹤0.01%
+148
570
$17K ﹤0.01%
+389
571
$17K ﹤0.01%
254
572
$17K ﹤0.01%
197
573
$17K ﹤0.01%
286
574
$17K ﹤0.01%
302
575
$16K ﹤0.01%
+167
21 22
23
24 25