HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
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%
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%
31
-86
662
$9K ﹤0.01%
+82
663
$9K ﹤0.01%
+61
664
$9K ﹤0.01%
1,259
665
$9K ﹤0.01%
+206
666
$9K ﹤0.01%
146
667
$9K ﹤0.01%
41
668
$9K ﹤0.01%
28
669
$9K ﹤0.01%
73
670
$9K ﹤0.01%
45
671
$9K ﹤0.01%
+100
672
$9K ﹤0.01%
41
+17
673
$9K ﹤0.01%
+41
674
$9K ﹤0.01%
+191
675
$9K ﹤0.01%
499
25 26
27
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