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
$443M
AUM Growth
-$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$11.4M
4
NIO icon
NIO
NIO
+$6M
5
SHOP icon
Shopify
SHOP
+$4.1M

Top Sells

1
+$150M
2
+$102M
3
+$86.3M
4
BABA icon
Alibaba
BABA
+$30.4M
5
BILI icon
Bilibili
BILI
+$21.6M

Sector Composition

1 Technology 43.32%
2 Consumer Discretionary 19.45%
3 Communication Services 15.98%
4 Financials 3.95%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$135K 0.03%
2,463
-636
227
$135K 0.03%
1,645
+355
228
$135K 0.03%
16,836
-2,300
229
$134K 0.03%
1,162
230
$132K 0.03%
3,821
231
$131K 0.03%
863
+361
232
$130K 0.03%
361
+239
233
$128K 0.03%
967
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234
$127K 0.03%
547
+381
235
$127K 0.03%
1,877
236
$125K 0.03%
+5,756
237
$125K 0.03%
3,818
238
$125K 0.03%
1,572
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239
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240
$124K 0.03%
4,386
-3,448
241
$123K 0.03%
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242
$122K 0.03%
813
243
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209
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244
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245
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246
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467
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247
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248
$120K 0.03%
2,458
249
$120K 0.03%
1,101
-278
250
$119K 0.03%
160
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