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
$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
51
$887K 0.26%
6,571
+325
52
$874K 0.25%
10,860
+4,555
53
$853K 0.25%
+15,420
54
$830K 0.24%
13,777
+1,730
55
$824K 0.24%
3,502
+2,809
56
$824K 0.24%
5,325
+1,844
57
$818K 0.24%
5,004
+947
58
$813K 0.24%
+96,551
59
$775K 0.22%
3,071
+427
60
$766K 0.22%
8,889
+564
61
$743K 0.22%
2,568
+2,118
62
$727K 0.21%
11,893
-5,119
63
$708K 0.21%
2,340
+200
64
$679K 0.2%
5,004
-25,085
65
$669K 0.19%
14,568
+548
66
$665K 0.19%
8,121
+648
67
$641K 0.19%
13,244
+495
68
$634K 0.18%
3,923
+549
69
$604K 0.17%
+148,312
70
$589K 0.17%
19,312
-2,105
71
$588K 0.17%
8,798
+360
72
$585K 0.17%
2,756
+912
73
$584K 0.17%
23,505
74
$575K 0.17%
6,913
-790
75
$560K 0.16%
6,643
+5,863
1 2
3
4 5