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
151
$283K 0.06%
7,044
-437
152
$280K 0.06%
8,850
-3,050
153
$279K 0.06%
+1,909
154
$278K 0.06%
1,150
-310
155
$274K 0.06%
2,077
-176
156
$273K 0.06%
1,307
157
$272K 0.06%
2,257
+1,973
158
$270K 0.06%
1,638
-130
159
$270K 0.06%
5,259
160
$267K 0.06%
195
-16
161
$266K 0.06%
1,067
-91
162
$265K 0.06%
989
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163
$261K 0.05%
1,416
-101
164
$260K 0.05%
5,066
-3,336
165
$260K 0.05%
7,379
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166
$260K 0.05%
3,025
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167
$258K 0.05%
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168
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169
$256K 0.05%
1,432
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170
$255K 0.05%
860
-1,468
171
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3,760
+1,542
172
$255K 0.05%
+5,154
173
$252K 0.05%
5,405
-1,170
174
$250K 0.05%
+1,892
175
$248K 0.05%
4,117
+4,096
5 6
7
8 9