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
626
$14K ﹤0.01%
33
627
$13K ﹤0.01%
108
-4,996
628
$13K ﹤0.01%
130
-226
629
$13K ﹤0.01%
114
630
$13K ﹤0.01%
96
-364
631
$13K ﹤0.01%
471
632
$13K ﹤0.01%
256
633
$12K ﹤0.01%
238
-1,606
634
$12K ﹤0.01%
292
635
$12K ﹤0.01%
146
636
$12K ﹤0.01%
610
637
$12K ﹤0.01%
268
638
$11K ﹤0.01%
108
639
$11K ﹤0.01%
569
640
$11K ﹤0.01%
102
-200
641
$11K ﹤0.01%
138
-497
642
$11K ﹤0.01%
41
643
$11K ﹤0.01%
256
-100,000
644
$11K ﹤0.01%
105
645
$11K ﹤0.01%
506
646
$10K ﹤0.01%
252
647
$10K ﹤0.01%
400
648
$10K ﹤0.01%
231
649
$10K ﹤0.01%
57
650
$10K ﹤0.01%
90
-300
24 25
26
27 28