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
176
$212K 0.06%
1,416
177
$212K 0.06%
9,414
+5,260
178
$211K 0.06%
640
+281
179
$208K 0.06%
742
+85
180
$207K 0.06%
7,298
181
$203K 0.06%
1,307
182
$203K 0.06%
5,395
+2,509
183
$203K 0.06%
3,322
+395
184
$202K 0.06%
1,224
-118
185
$202K 0.06%
7,379
186
$201K 0.06%
1,593
-375
187
$199K 0.06%
1,190
+131
188
$198K 0.06%
17,629
+8,749
189
$198K 0.06%
5,752
190
$196K 0.06%
464
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191
$196K 0.06%
1,999
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192
$193K 0.06%
340
193
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194
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4,702
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195
$190K 0.06%
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196
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771
197
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2,820
+1,504
198
$188K 0.05%
1,272
+180
199
$187K 0.05%
1,667
+137
200
$185K 0.05%
+6,322
6 7
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