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
301
$120K 0.02%
963
302
$120K 0.02%
+7,147
303
$119K 0.02%
+6,283
304
$119K 0.02%
381
305
$118K 0.02%
+2,119
306
$118K 0.02%
733
307
$117K 0.02%
391
+105
308
$117K 0.02%
8,105
+8,052
309
$116K 0.02%
1,651
+1,537
310
$116K 0.02%
913
311
$114K 0.02%
1,968
312
$112K 0.02%
+17,910
313
$112K 0.02%
2,063
314
$112K 0.02%
6,604
+6,399
315
$111K 0.02%
1,206
316
$111K 0.02%
3,212
317
$109K 0.02%
586
-100
318
$108K 0.02%
1,621
319
$108K 0.02%
+728
320
$108K 0.02%
10,140
321
$107K 0.02%
816
-830
322
$107K 0.02%
1,946
-187
323
$105K 0.02%
6,227
+2,481
324
$104K 0.02%
+8,304
325
$104K 0.02%
2,624
+1,449
11 12
13
14 15