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
576
$20K ﹤0.01%
184
577
$20K ﹤0.01%
302
578
$19K ﹤0.01%
168
579
$19K ﹤0.01%
34
-41
580
$19K ﹤0.01%
+540
581
$19K ﹤0.01%
197
582
$19K ﹤0.01%
165
583
$18K ﹤0.01%
89
584
$18K ﹤0.01%
202
585
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40
-752
586
$18K ﹤0.01%
318
587
$18K ﹤0.01%
219
588
$18K ﹤0.01%
520
589
$18K ﹤0.01%
478
590
$17K ﹤0.01%
123
591
$17K ﹤0.01%
295
592
$17K ﹤0.01%
360
593
$17K ﹤0.01%
128
-362
594
$17K ﹤0.01%
320
-1,488
595
$17K ﹤0.01%
454
596
$17K ﹤0.01%
151
597
$17K ﹤0.01%
800
598
$17K ﹤0.01%
716
599
$16K ﹤0.01%
74
-856
600
$16K ﹤0.01%
838
-175
22 23
24
25 26