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
$642M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$7.5M
3
+$4.32M
4
MSFT icon
Microsoft
MSFT
+$3.59M
5
IQ icon
iQIYI
IQ
+$3.38M

Top Sells

1
+$29.6M
2
+$6.87M
3
+$5.31M
4
LI icon
Li Auto
LI
+$4.72M
5
HTHT icon
Huazhu Hotels Group
HTHT
+$4.52M

Sector Composition

1 Technology 30.1%
2 Consumer Discretionary 27.07%
3 Consumer Staples 14.63%
4 Communication Services 13.07%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$212K 0.03%
1,329
+1,217
227
$212K 0.03%
3,073
+2,714
228
$207K 0.03%
961
-381
229
$204K 0.03%
+10,529
230
$202K 0.03%
801
+479
231
$197K 0.03%
+1,017
232
$196K 0.03%
7,592
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233
$195K 0.03%
6,284
234
$194K 0.03%
5,774
-621
235
$194K 0.03%
2,895
236
$192K 0.03%
2,316
+1,755
237
$192K 0.03%
1,012
-2,387
238
$190K 0.03%
4,148
+4,135
239
$186K 0.03%
4,211
-2,535
240
$186K 0.03%
2,067
241
$185K 0.03%
820
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242
$185K 0.03%
711
243
$184K 0.03%
3,200
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244
$184K 0.03%
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245
$182K 0.03%
7,597
+5,445
246
$179K 0.03%
3,809
+2,417
247
$178K 0.03%
3,448
+1,957
248
$177K 0.03%
1,177
+1,127
249
$175K 0.03%
6,049
-33,892
250
$172K 0.03%
836
8 9
10
11 12