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
$477M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$8.04M
3
+$7.61M
4
JD icon
JD.com
JD
+$4.71M
5
TCOM icon
Trip.com Group
TCOM
+$1.84M

Top Sells

1
+$11.7M
2
+$9.71M
3
+$8.34M
4
CRM icon
Salesforce
CRM
+$8.03M
5
RBLX icon
Roblox
RBLX
+$6.03M

Sector Composition

1 Technology 39.89%
2 Consumer Discretionary 25.06%
3 Communication Services 11.11%
4 Financials 5%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.07%
7,456
+537
127
$348K 0.07%
5,772
-328
128
$339K 0.07%
7,770
-3,407
129
$329K 0.07%
3,772
130
$329K 0.07%
929
+153
131
$328K 0.07%
2,502
-2,443
132
$328K 0.07%
2,796
-227
133
$326K 0.07%
735
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134
$325K 0.07%
1,727
-798
135
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3,726
+2,671
136
$322K 0.07%
664
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137
$319K 0.07%
2,903
+1,287
138
$317K 0.07%
5,437
-3,692
139
$313K 0.07%
1,818
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140
$304K 0.06%
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141
$301K 0.06%
7,298
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142
$300K 0.06%
3,050
-1,031
143
$299K 0.06%
5,227
-1,718
144
$296K 0.06%
1,958
-1,118
145
$294K 0.06%
4,250
-82
146
$293K 0.06%
14,285
147
$291K 0.06%
895
+366
148
$288K 0.06%
864
-73
149
$285K 0.06%
2,773
-220
150
$284K 0.06%
509
-228
4 5
6
7 8