FFM

FengHe Fund Management Portfolio holdings

AUM $1.1B
1-Year Est. Return 76.69%
This Quarter Est. Return
1 Year Est. Return
+76.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$82.8M
3
+$77M
4
LITE icon
Lumentum
LITE
+$52.1M
5
FUTU icon
Futu Holdings
FUTU
+$50.6M

Top Sells

1
+$133M
2
+$91.1M
3
+$31.3M
4
MU icon
Micron Technology
MU
+$30M
5
QCOM icon
Qualcomm
QCOM
+$26.4M

Sector Composition

1 Technology 85.4%
2 Financials 7.17%
3 Consumer Staples 2.99%
4 Communication Services 2.51%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-351,700
27
– –
-27,800
28
– –
-30,900
1
2