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
626
$12K ﹤0.01%
479
627
$12K ﹤0.01%
112
628
$12K ﹤0.01%
141
-317
629
$12K ﹤0.01%
155
-905
630
$12K ﹤0.01%
+174
631
$11K ﹤0.01%
108
632
$11K ﹤0.01%
+93
633
$11K ﹤0.01%
+938
634
$11K ﹤0.01%
+64
635
$11K ﹤0.01%
177
636
$11K ﹤0.01%
+161
637
$11K ﹤0.01%
+144
638
$11K ﹤0.01%
201
639
$11K ﹤0.01%
125
640
$11K ﹤0.01%
128
641
$11K ﹤0.01%
39
642
$11K ﹤0.01%
+286
643
$11K ﹤0.01%
33
644
$11K ﹤0.01%
41
645
$11K ﹤0.01%
796
-668
646
$10K ﹤0.01%
208
647
$10K ﹤0.01%
+19
648
$10K ﹤0.01%
+167
649
$10K ﹤0.01%
181
+39
650
$10K ﹤0.01%
138
24 25
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