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
651
$10K ﹤0.01%
91
652
$10K ﹤0.01%
337
653
$10K ﹤0.01%
303
654
$10K ﹤0.01%
9
655
$10K ﹤0.01%
229
656
$10K ﹤0.01%
128
657
$10K ﹤0.01%
97
658
$10K ﹤0.01%
386
659
$10K ﹤0.01%
77
-83
660
$9K ﹤0.01%
51
661
$9K ﹤0.01%
457
662
$9K ﹤0.01%
28
-74
663
$9K ﹤0.01%
73
664
$9K ﹤0.01%
101
665
$9K ﹤0.01%
45
666
$9K ﹤0.01%
446
667
$9K ﹤0.01%
41
668
$9K ﹤0.01%
499
669
$8K ﹤0.01%
146
670
$8K ﹤0.01%
210
671
$8K ﹤0.01%
131
672
$8K ﹤0.01%
167
-882
673
$8K ﹤0.01%
250
674
$7K ﹤0.01%
24
675
$7K ﹤0.01%
33
25 26
27
28 29