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
$629M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.1M
3
+$9.71M
4
TAL icon
TAL Education Group
TAL
+$9.34M
5
GLD icon
SPDR Gold Trust
GLD
+$3.99M

Top Sells

1
+$27M
2
+$18.5M
3
+$13.3M
4
BABA icon
Alibaba
BABA
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$7.11M

Sector Composition

1 Consumer Discretionary 40.11%
2 Communication Services 20.1%
3 Consumer Staples 17.87%
4 Technology 10.64%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.03%
4,348
77
$200K 0.03%
956
+219
78
$199K 0.03%
2,987
-683
79
$189K 0.03%
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80
$188K 0.03%
1,364
81
$186K 0.03%
3,746
82
$185K 0.03%
1,888
83
$180K 0.03%
440
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84
$179K 0.03%
765
85
$178K 0.03%
+4,653
86
$167K 0.03%
818
87
$167K 0.03%
820
88
$160K 0.03%
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89
$152K 0.02%
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90
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91
$144K 0.02%
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92
$141K 0.02%
991
93
$140K 0.02%
2,276
94
$140K 0.02%
2,250
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95
$137K 0.02%
1,310
96
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97
$135K 0.02%
4,798
-2,542
98
$134K 0.02%
491
99
$134K 0.02%
1,833
100
$133K 0.02%
+3,700
2 3
4
5 6