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
751
$3K ﹤0.01%
30
752
$3K ﹤0.01%
+31
753
$3K ﹤0.01%
31
754
$3K ﹤0.01%
446
755
$3K ﹤0.01%
185
756
$3K ﹤0.01%
+249
757
$2K ﹤0.01%
12
-334
758
$2K ﹤0.01%
90
759
$2K ﹤0.01%
46
-3,386
760
$2K ﹤0.01%
1,074
761
$2K ﹤0.01%
+29
762
$2K ﹤0.01%
63
763
$2K ﹤0.01%
106
764
$2K ﹤0.01%
+12
765
$2K ﹤0.01%
7
-151
766
$2K ﹤0.01%
205
-45
767
$2K ﹤0.01%
21
768
$2K ﹤0.01%
10
769
$2K ﹤0.01%
31
770
$2K ﹤0.01%
+60
771
$2K ﹤0.01%
32
-304
772
$2K ﹤0.01%
7
773
$1K ﹤0.01%
77
774
$1K ﹤0.01%
24
775
$1K ﹤0.01%
81
29 30
31
32 33