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
776
$1K ﹤0.01%
10
777
$1K ﹤0.01%
+39
778
$1K ﹤0.01%
10
779
$1K ﹤0.01%
118
780
$1K ﹤0.01%
+18
781
$1K ﹤0.01%
156
782
$1K ﹤0.01%
25
783
$1K ﹤0.01%
6
784
$1K ﹤0.01%
9
785
$1K ﹤0.01%
131
786
$1K ﹤0.01%
7
787
$1K ﹤0.01%
11
788
$1K ﹤0.01%
63
789
$1K ﹤0.01%
50
-4,800
790
$1K ﹤0.01%
19
791
$1K ﹤0.01%
27
792
$0 ﹤0.01%
+1
793
– –
-361
794
– –
-9,919
795
– –
-257
796
$0 ﹤0.01%
3
797
– –
-272
798
– –
-870
799
– –
-238
800
$0 ﹤0.01%
4
30 31
32
33 34