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
601
$14K ﹤0.01%
78
-533
602
$14K ﹤0.01%
+409
603
$14K ﹤0.01%
+66
604
$14K ﹤0.01%
4
605
$14K ﹤0.01%
+501
606
$14K ﹤0.01%
41
607
$14K ﹤0.01%
627
608
$13K ﹤0.01%
178
609
$13K ﹤0.01%
225
610
$13K ﹤0.01%
+126
611
$13K ﹤0.01%
160
612
$13K ﹤0.01%
108
-491
613
$13K ﹤0.01%
+119
614
$13K ﹤0.01%
+157
615
$13K ﹤0.01%
+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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