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
76
$553K 0.16%
7,437
+2,399
77
$552K 0.16%
1,424
-4,275
78
$523K 0.15%
4,680
+345
79
$517K 0.15%
2,383
+40
80
$502K 0.15%
+50,007
81
$501K 0.15%
2,172
+912
82
$498K 0.14%
13,600
+1,040
83
$490K 0.14%
2,173
+1,535
84
$486K 0.14%
227
+33
85
$485K 0.14%
2,487
-398
86
$484K 0.14%
4,761
+42
87
$479K 0.14%
4,819
+142
88
$467K 0.14%
1,398
-307
89
$457K 0.13%
5,961
+2,834
90
$456K 0.13%
11,729
+854
91
$453K 0.13%
9,247
-3,491
92
$450K 0.13%
5,377
-3,065
93
$443K 0.13%
1,451
+30
94
$442K 0.13%
938
+686
95
$428K 0.12%
3,928
+404
96
$425K 0.12%
1,452
+93
97
$424K 0.12%
6,903
+3,789
98
$421K 0.12%
13,930
+2,488
99
$421K 0.12%
1,518
+735
100
$413K 0.12%
1,511
+522
2 3
4
5 6