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
$591M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10M
3
+$8.01M
4
NTES icon
NetEase
NTES
+$6.68M
5
AAPL icon
Apple
AAPL
+$5.27M

Top Sells

1
+$8.09M
2
+$3.08M
3
+$2.95M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.23M

Sector Composition

1 Technology 42.72%
2 Consumer Discretionary 22.5%
3 Communication Services 15.65%
4 Healthcare 3.67%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227K 0.04%
270
-86
227
$224K 0.04%
8,677
+4,931
228
$222K 0.04%
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229
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230
$219K 0.04%
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231
$218K 0.04%
4,587
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232
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233
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234
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582
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235
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1,661
-1,134
236
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+2,993
237
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1,307
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238
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239
$212K 0.04%
732
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240
$212K 0.04%
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241
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242
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243
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245
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246
$199K 0.03%
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247
$198K 0.03%
508
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248
$198K 0.03%
10,790
-2,219
249
$197K 0.03%
1,133
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250
$196K 0.03%
449
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