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
251
$170K 0.03%
557
252
$168K 0.03%
+1,506
253
$166K 0.03%
5,199
254
$165K 0.03%
803
255
$164K 0.03%
2,689
-220
256
$164K 0.03%
1,217
257
$164K 0.03%
1,051
+492
258
$157K 0.02%
+8,164
259
$157K 0.02%
1,617
+904
260
$157K 0.02%
878
-1,060
261
$156K 0.02%
438
-929
262
$153K 0.02%
1,750
+860
263
$153K 0.02%
1,847
264
$152K 0.02%
1,393
-2,276
265
$152K 0.02%
1,946
266
$149K 0.02%
4,377
267
$148K 0.02%
3,062
-986
268
$147K 0.02%
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269
$146K 0.02%
+1,039
270
$146K 0.02%
3,742
271
$145K 0.02%
485
-393
272
$145K 0.02%
1,035
273
$144K 0.02%
741
-613
274
$143K 0.02%
318
+178
275
$142K 0.02%
19,870
+18,960
9 10
11
12 13