HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$629M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.1M
3
+$9.71M
4
TAL icon
TAL Education Group
TAL
+$9.34M
5
GLD icon
SPDR Gold Trust
GLD
+$3.99M

Top Sells

1
+$27M
2
+$18.5M
3
+$13.3M
4
BABA icon
Alibaba
BABA
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$7.11M

Sector Composition

1 Consumer Discretionary 40.11%
2 Communication Services 20.1%
3 Consumer Staples 17.87%
4 Technology 10.64%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.08%
12,404
52
$451K 0.07%
3,407
53
$416K 0.07%
38,310
54
$401K 0.06%
6,200
+66
55
$342K 0.05%
5,045
+1,900
56
$328K 0.05%
14,689
+2,461
57
$327K 0.05%
1,109
-615
58
$315K 0.05%
5,113
+466
59
$296K 0.05%
3,553
60
$289K 0.05%
+3,000
61
$276K 0.04%
3,876
62
$264K 0.04%
+10,894
63
$260K 0.04%
2,807
64
$258K 0.04%
1,888
+841
65
$254K 0.04%
5,903
-2,456
66
$250K 0.04%
2,723
67
$249K 0.04%
1,278
68
$246K 0.04%
1,341
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69
$236K 0.04%
550
70
$235K 0.04%
3,041
71
$216K 0.03%
2,928
72
$216K 0.03%
612
73
$213K 0.03%
+1,590
74
$213K 0.03%
1,923
75
$211K 0.03%
1,488
1 2
3
4 5