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
301
$92K 0.02%
3,114
302
$92K 0.02%
1,200
-151
303
$90K 0.02%
569
+401
304
$90K 0.02%
5,068
+2,321
305
$89K 0.02%
812
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306
$89K 0.02%
1,779
307
$87K 0.02%
5,587
-8,769
308
$87K 0.02%
+1,782
309
$85K 0.02%
721
310
$85K 0.02%
504
311
$85K 0.02%
880
312
$85K 0.02%
1,663
313
$84K 0.02%
1,166
314
$84K 0.02%
311
315
$83K 0.02%
3,306
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316
$82K 0.02%
1,070
+406
317
$82K 0.02%
3,007
-5,972
318
$82K 0.02%
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319
$81K 0.02%
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320
$81K 0.02%
1,172
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321
$79K 0.02%
473
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322
$78K 0.02%
202
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323
$78K 0.02%
3,278
324
$78K 0.02%
859
-406
325
$77K 0.02%
1,590
-659
11 12
13
14 15