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
326
$77K 0.02%
670
327
$76K 0.02%
1,206
+843
328
$76K 0.02%
816
-2,863
329
$76K 0.02%
282
330
$75K 0.02%
1,796
331
$74K 0.02%
767
332
$74K 0.02%
1,080
+979
333
$73K 0.02%
2,194
334
$73K 0.02%
990
-534
335
$72K 0.02%
43
+28
336
$72K 0.02%
4,157
+1,732
337
$71K 0.02%
265
+192
338
$71K 0.02%
1,006
339
$71K 0.02%
1,444
340
$70K 0.02%
+949
341
$70K 0.02%
460
342
$69K 0.02%
855
343
$69K 0.02%
890
-1,364
344
$68K 0.02%
14,182
-69,454
345
$66K 0.01%
2,675
346
$66K 0.01%
1,073
347
$66K 0.01%
2,679
348
$66K 0.01%
2,636
-3,380
349
$65K 0.01%
393
350
$64K 0.01%
1,023
12 13
14
15 16