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
601
$14K ﹤0.01%
78
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602
$14K ﹤0.01%
+409
603
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+66
604
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4
605
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+501
606
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41
607
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627
608
$13K ﹤0.01%
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609
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225
610
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+126
611
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612
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108
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613
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614
$13K ﹤0.01%
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615
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+353
616
$13K ﹤0.01%
89
617
$13K ﹤0.01%
472
618
$13K ﹤0.01%
342
619
$13K ﹤0.01%
64
-989
620
$13K ﹤0.01%
219
621
$13K ﹤0.01%
+243
622
$13K ﹤0.01%
+1,125
623
$13K ﹤0.01%
+500
624
$12K ﹤0.01%
+125
625
$12K ﹤0.01%
+405
23 24
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