HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.37M
3
+$5.67M
4
EDU icon
New Oriental
EDU
+$5.52M
5
XPEV icon
XPeng
XPEV
+$3.9M

Top Sells

1
+$328M
2
+$73.5M
3
+$49.6M
4
JKS
JinkoSolar
JKS
+$16.6M
5
JD icon
JD.com
JD
+$14.8M

Sector Composition

1 Consumer Staples 36.45%
2 Communication Services 17.94%
3 Technology 16.54%
4 Consumer Discretionary 15.35%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-228
577
– –
-1,826
578
– –
-132
579
– –
-5,891
580
– –
-16,000
581
– –
-1,912
582
– –
-18,790
583
– –
-209
584
– –
-2,557
585
– –
-928
586
– –
-489
587
– –
-414
588
– –
-1,756
589
– –
-130
590
– –
-40
591
– –
-593
592
– –
-1,161
593
– –
-73
594
– –
-494
595
– –
-1,033
596
– –
-1,666
597
– –
-228
598
– –
-105
599
– –
-58
600
– –
-847
22 23
24
25 26