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
$629M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.4M
3
+$9.98M
4
EDU icon
New Oriental
EDU
+$9.81M
5
GLD icon
SPDR Gold Trust
GLD
+$4.16M

Top Sells

1
+$27.7M
2
+$18.5M
3
+$16.3M
4
BABA icon
Alibaba
BABA
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.29M

Sector Composition

1 Consumer Discretionary 40.11%
2 Communication Services 20.1%
3 Consumer Staples 17.87%
4 Technology 10.64%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$46K 0.01%
+2,800
202
$45K 0.01%
+1,280
203
$45K 0.01%
+2,796
204
$45K 0.01%
+1,600
205
$44K 0.01%
1,611
206
$44K 0.01%
+295
207
$44K 0.01%
1,400
208
$43K 0.01%
+412
209
$43K 0.01%
250
210
$43K 0.01%
+570
211
$43K 0.01%
+335
212
$43K 0.01%
+158
213
$43K 0.01%
+341
214
$42K 0.01%
+645
215
$42K 0.01%
873
216
$42K 0.01%
+334
217
$42K 0.01%
+1,250
218
$42K 0.01%
+163
219
$42K 0.01%
+458
220
$41K 0.01%
+938
221
$41K 0.01%
188
222
$41K 0.01%
+420
223
$41K 0.01%
346
+345
224
$40K 0.01%
+2,220
225
$40K 0.01%
413
7 8
9
10 11