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
276
$159K 0.03%
1,370
-252
277
$159K 0.03%
584
+90
278
$158K 0.03%
529
-247
279
$156K 0.03%
2,218
+341
280
$156K 0.03%
2,160
+340
281
$155K 0.03%
2,131
+1,581
282
$155K 0.03%
1,743
+1,351
283
$155K 0.03%
1,021
+158
284
$155K 0.03%
291
+55
285
$152K 0.03%
6,580
+3,302
286
$150K 0.03%
+744
287
$150K 0.03%
1,844
+1,112
288
$150K 0.03%
874
-122
289
$149K 0.03%
2,744
+429
290
$148K 0.03%
874
291
$143K 0.02%
1,340
+209
292
$139K 0.02%
+960
293
$138K 0.02%
15,324
-1,512
294
$135K 0.02%
5,380
-6,557
295
$133K 0.02%
600
-425
296
$130K 0.02%
499
-320
297
$126K 0.02%
2,463
298
$123K 0.02%
1,979
299
$123K 0.02%
1,205
+602
300
$120K 0.02%
1,609
10 11
12
13 14