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
151
$257K 0.07%
5,404
-6,360
152
$257K 0.07%
3,615
+1,800
153
$257K 0.07%
1,569
-555
154
$256K 0.07%
993
+3
155
$251K 0.07%
2,400
156
$250K 0.07%
3,637
+1,142
157
$247K 0.07%
933
+459
158
$247K 0.07%
915
-14
159
$246K 0.07%
3,477
160
$243K 0.07%
9,731
-5,122
161
$240K 0.07%
1,496
162
$239K 0.07%
4,102
163
$237K 0.07%
1,074
+570
164
$236K 0.07%
2,248
+1,279
165
$234K 0.07%
2,961
+540
166
$231K 0.07%
2,158
-1,435
167
$230K 0.07%
5,257
+3,869
168
$224K 0.06%
1,432
169
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8,167
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170
$221K 0.06%
916
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171
$214K 0.06%
2,608
+1,549
172
$213K 0.06%
2,199
+45
173
$213K 0.06%
7,548
+1,172
174
$212K 0.06%
1,226
+74
175
$212K 0.06%
195
5 6
7
8 9