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
651
$10K ﹤0.01%
430
652
$10K ﹤0.01%
111
653
$10K ﹤0.01%
+276
654
$10K ﹤0.01%
303
655
$10K ﹤0.01%
471
656
$10K ﹤0.01%
97
657
$10K ﹤0.01%
768
658
$10K ﹤0.01%
+290
659
$10K ﹤0.01%
+155
660
$10K ﹤0.01%
+295
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
25 26
27
28 29