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
676
$9K ﹤0.01%
276
677
$9K ﹤0.01%
226
678
$8K ﹤0.01%
146
679
$8K ﹤0.01%
+42
680
$8K ﹤0.01%
+196
681
$8K ﹤0.01%
231
682
$8K ﹤0.01%
77
683
$8K ﹤0.01%
610
684
$8K ﹤0.01%
268
685
$7K ﹤0.01%
220
-1,607
686
$7K ﹤0.01%
252
687
$7K ﹤0.01%
712
688
$7K ﹤0.01%
+185
689
$7K ﹤0.01%
89
-13
690
$7K ﹤0.01%
167
691
$7K ﹤0.01%
+24
692
$7K ﹤0.01%
457
693
$7K ﹤0.01%
+364
694
$7K ﹤0.01%
+125
695
$7K ﹤0.01%
229
696
$7K ﹤0.01%
506
697
$7K ﹤0.01%
+107
698
$6K ﹤0.01%
42
699
$6K ﹤0.01%
147
700
$6K ﹤0.01%
131
26 27
28
29 30