HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
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
726
$5K ﹤0.01%
+131
727
$5K ﹤0.01%
+184
728
$5K ﹤0.01%
91
729
$5K ﹤0.01%
+224
730
$5K ﹤0.01%
+170
731
$5K ﹤0.01%
386
732
$4K ﹤0.01%
210
733
$4K ﹤0.01%
569
734
$4K ﹤0.01%
304
735
$4K ﹤0.01%
57
736
$4K ﹤0.01%
350
737
$4K ﹤0.01%
26
738
$4K ﹤0.01%
41
739
$4K ﹤0.01%
+1,024
740
$4K ﹤0.01%
207
741
$4K ﹤0.01%
+76
742
$4K ﹤0.01%
+21
743
$4K ﹤0.01%
49
-814
744
$3K ﹤0.01%
+31
745
$3K ﹤0.01%
203
746
$3K ﹤0.01%
167
747
$3K ﹤0.01%
130
748
$3K ﹤0.01%
+55
749
$3K ﹤0.01%
+58
750
$3K ﹤0.01%
172
28 29
30
31 32