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
651
$10K ﹤0.01%
111
652
$10K ﹤0.01%
+276
653
$10K ﹤0.01%
303
654
$10K ﹤0.01%
471
655
$10K ﹤0.01%
97
656
$10K ﹤0.01%
768
657
$10K ﹤0.01%
+290
658
$10K ﹤0.01%
+155
659
$10K ﹤0.01%
+295
660
$10K ﹤0.01%
+19
661
$9K ﹤0.01%
+100
662
$9K ﹤0.01%
41
+17
663
$9K ﹤0.01%
+41
664
$9K ﹤0.01%
31
-86
665
$9K ﹤0.01%
+82
666
$9K ﹤0.01%
+61
667
$9K ﹤0.01%
1,259
668
$9K ﹤0.01%
+206
669
$9K ﹤0.01%
146
670
$9K ﹤0.01%
41
671
$9K ﹤0.01%
28
672
$9K ﹤0.01%
73
673
$9K ﹤0.01%
45
674
$9K ﹤0.01%
+191
675
$9K ﹤0.01%
499