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
301
$119K 0.02%
696
+491
302
$119K 0.02%
1,104
+545
303
$118K 0.02%
421
304
$118K 0.02%
340
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305
$117K 0.02%
1,732
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306
$117K 0.02%
+1,389
307
$116K 0.02%
1,401
-847
308
$115K 0.02%
696
309
$115K 0.02%
3,301
310
$113K 0.02%
453
311
$113K 0.02%
+1,815
312
$113K 0.02%
1,895
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313
$113K 0.02%
464
314
$112K 0.02%
2,877
-1,730
315
$111K 0.02%
474
316
$111K 0.02%
3,738
-648
317
$111K 0.02%
846
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318
$110K 0.02%
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319
$109K 0.02%
1,779
320
$109K 0.02%
611
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321
$109K 0.02%
3,250
322
$108K 0.02%
3,723
+2,466
323
$107K 0.02%
1,489
+815
324
$107K 0.02%
1,845
325
$105K 0.02%
468
11 12
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