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
101
$405K 0.12%
4,286
+3,173
102
$404K 0.12%
+13,278
103
$402K 0.12%
4,669
+2,395
104
$390K 0.11%
8,325
+180
105
$383K 0.11%
9,009
-77
106
$378K 0.11%
+29,600
107
$377K 0.11%
1,368
-5,927
108
$377K 0.11%
776
+574
109
$376K 0.11%
12,500
+3,650
110
$374K 0.11%
9,266
111
$370K 0.11%
2,219
+294
112
$368K 0.11%
4,425
+735
113
$368K 0.11%
3,908
+182
114
$364K 0.11%
+21,304
115
$357K 0.1%
8,138
-6,922
116
$349K 0.1%
3,530
+344
117
$340K 0.1%
13,016
+6,708
118
$336K 0.1%
808
-3,174
119
$331K 0.1%
5,326
+1,621
120
$326K 0.09%
2,555
+732
121
$322K 0.09%
+2,766
122
$322K 0.09%
5,737
-1,308
123
$316K 0.09%
+1,137
124
$316K 0.09%
11,509
+10,351
125
$314K 0.09%
15,856
3 4
5
6 7