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
$477M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$8.04M
3
+$7.61M
4
JD icon
JD.com
JD
+$4.71M
5
TCOM icon
Trip.com Group
TCOM
+$1.84M

Top Sells

1
+$11.7M
2
+$9.71M
3
+$8.34M
4
CRM icon
Salesforce
CRM
+$8.03M
5
RBLX icon
Roblox
RBLX
+$6.03M

Sector Composition

1 Technology 39.89%
2 Consumer Discretionary 25.06%
3 Communication Services 11.11%
4 Financials 5%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
9
727
$1K ﹤0.01%
7
-492
728
$1K ﹤0.01%
63
729
$1K ﹤0.01%
27
730
$1K ﹤0.01%
11
-111
731
$1K ﹤0.01%
12
732
$0 ﹤0.01%
3
733
– –
-537
734
– –
-15
735
– –
-585
736
– –
-4,342
737
– –
-84
738
$0 ﹤0.01%
4
739
$0 ﹤0.01%
20
740
– –
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741
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-816
742
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-1,098
743
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-868
744
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-403
745
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-732
746
– –
-645
747
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748
– –
-1,608
749
– –
-457
750
$0 ﹤0.01%
2
28 29
30
31 32