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
251
$192K 0.03%
2,677
+2,057
252
$190K 0.03%
7,521
-1,703
253
$189K 0.03%
504
-759
254
$189K 0.03%
1,660
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255
$188K 0.03%
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+1,295
256
$187K 0.03%
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257
$183K 0.03%
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258
$181K 0.03%
3,077
+336
259
$179K 0.03%
1,375
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260
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479
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261
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262
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7,494
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263
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264
$173K 0.03%
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265
$173K 0.03%
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267
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1,561
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271
$167K 0.03%
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272
$167K 0.03%
490
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273
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836
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274
$166K 0.03%
2,571
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275
$164K 0.03%
10,512
-1,397
9 10
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12 13