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
251
$119K 0.03%
1,998
+498
252
$119K 0.03%
2,417
+260
253
$119K 0.03%
+1,516
254
$118K 0.03%
+1,025
255
$117K 0.03%
+418
256
$117K 0.03%
1,820
+790
257
$116K 0.03%
1,718
258
$116K 0.03%
3,168
259
$113K 0.03%
3,100
260
$111K 0.03%
468
+145
261
$110K 0.02%
2,334
+41
262
$109K 0.02%
2,315
263
$108K 0.02%
1,609
+835
264
$107K 0.02%
1,131
265
$107K 0.02%
1,182
266
$107K 0.02%
414
267
$107K 0.02%
347
268
$106K 0.02%
1,845
269
$106K 0.02%
2,202
-774
270
$105K 0.02%
696
271
$105K 0.02%
696
272
$104K 0.02%
599
+263
273
$104K 0.02%
2,403
274
$104K 0.02%
385
275
$104K 0.02%
7,133
-4,377
9 10
11
12 13