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
276
$140K 0.02%
5,410
277
$139K 0.02%
802
+749
278
$139K 0.02%
549
-923
279
$138K 0.02%
1,779
280
$137K 0.02%
1,071
+419
281
$137K 0.02%
1,269
-1,835
282
$136K 0.02%
1,485
+1,240
283
$135K 0.02%
+6,459
284
$134K 0.02%
2,783
285
$134K 0.02%
1,908
286
$134K 0.02%
305
287
$130K 0.02%
+2,083
288
$129K 0.02%
1,562
-1,338
289
$128K 0.02%
890
290
$127K 0.02%
3,537
291
$126K 0.02%
5,495
292
$126K 0.02%
18
-28
293
$125K 0.02%
355
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294
$124K 0.02%
+3,899
295
$123K 0.02%
+2,213
296
$123K 0.02%
1,524
-1,479
297
$122K 0.02%
423
+245
298
$122K 0.02%
1,302
+747
299
$121K 0.02%
+1,372
300
$120K 0.02%
1,084
-2,232
10 11
12
13 14