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
576
$16K ﹤0.01%
60
+28
577
$16K ﹤0.01%
128
578
$16K ﹤0.01%
+167
579
$16K ﹤0.01%
219
-987
580
$16K ﹤0.01%
208
581
$16K ﹤0.01%
285
-570
582
$16K ﹤0.01%
98
-3
583
$16K ﹤0.01%
151
584
$16K ﹤0.01%
249
-1,549
585
$15K ﹤0.01%
123
586
$15K ﹤0.01%
169
587
$15K ﹤0.01%
311
588
$15K ﹤0.01%
+525
589
$15K ﹤0.01%
185
+77
590
$15K ﹤0.01%
131
591
$15K ﹤0.01%
81
592
$15K ﹤0.01%
327
593
$15K ﹤0.01%
+268
594
$15K ﹤0.01%
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