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
701
$6K ﹤0.01%
+101
702
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+44
703
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+54
704
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73
705
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184
-2,287
706
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51
-308
707
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32
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708
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104
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709
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174
710
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+39
711
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712
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181
713
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272
714
$5K ﹤0.01%
+141
715
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11
716
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+131
717
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+184
718
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91
719
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+224
720
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721
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225
722
$5K ﹤0.01%
+170
723
$5K ﹤0.01%
386
724
$5K ﹤0.01%
242
725
$5K ﹤0.01%
32
27 28
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30 31