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
576
$16K ﹤0.01%
1,327
577
$16K ﹤0.01%
60
+28
578
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128
579
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219
-987
580
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208
581
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285
-570
582
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98
-3
583
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151
584
$16K ﹤0.01%
249
-1,549
585
$15K ﹤0.01%
123
586
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169
587
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588
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+525
589
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185
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590
$15K ﹤0.01%
131
591
$15K ﹤0.01%
81
592
$15K ﹤0.01%
327
593
$15K ﹤0.01%
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594
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853
-1
595
$15K ﹤0.01%
368
596
$15K ﹤0.01%
46
-111
597
$15K ﹤0.01%
283
598
$15K ﹤0.01%
855
599
$14K ﹤0.01%
202
600
$14K ﹤0.01%
+101
22 23
24
25 26