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
$1.16B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.37M
3
+$5.67M
4
EDU icon
New Oriental
EDU
+$5.52M
5
XPEV icon
XPeng
XPEV
+$3.9M

Top Sells

1
+$328M
2
+$73.5M
3
+$49.6M
4
JKS
JinkoSolar
JKS
+$16.6M
5
JD icon
JD.com
JD
+$14.8M

Sector Composition

1 Consumer Staples 36.45%
2 Communication Services 17.94%
3 Technology 16.54%
4 Consumer Discretionary 15.35%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-212
677
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-2,000
678
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-190
679
– –
-2,375
680
– –
-216,642
681
– –
-52
682
– –
-3,647
683
– –
-1,665
684
$0 ﹤0.01%
+1
685
– –
-532
686
– –
-232
687
– –
-382,460
688
– –
-5,891
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