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
126
$313K 0.09%
3,792
-483
127
$307K 0.09%
6,984
+6,506
128
$303K 0.09%
440
-81
129
$303K 0.09%
3,373
-1,722
130
$301K 0.09%
4,241
+1,539
131
$299K 0.09%
182
-99
132
$299K 0.09%
589
+30
133
$298K 0.09%
3,086
+313
134
$294K 0.09%
2,869
+1,380
135
$292K 0.08%
4,011
+3,640
136
$288K 0.08%
+12,430
137
$286K 0.08%
18,649
-73,009
138
$284K 0.08%
6,484
+572
139
$282K 0.08%
23,579
+6,327
140
$281K 0.08%
+10,835
141
$280K 0.08%
3,881
+1,517
142
$279K 0.08%
951
+73
143
$271K 0.08%
7,938
-4,518
144
$269K 0.08%
2,207
+739
145
$269K 0.08%
592
+419
146
$266K 0.08%
1,900
+77
147
$264K 0.08%
1,436
+147
148
$263K 0.08%
1,668
+914
149
$260K 0.08%
938
+78
150
$258K 0.07%
1,150
4 5
6
7 8