HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.61M
3
+$6.92M
4
NTES icon
NetEase
NTES
+$4.73M
5
META icon
Meta Platforms (Facebook)
META
+$3.39M

Top Sells

1
+$7.92M
2
+$5.47M
3
+$4.93M
4
LI icon
Li Auto
LI
+$3.69M
5
YUMC icon
Yum China
YUMC
+$3.26M

Sector Composition

1 Consumer Discretionary 28.55%
2 Technology 28.04%
3 Communication Services 14.25%
4 Consumer Staples 12.12%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$94K 0.02%
970
-27
327
$94K 0.02%
+10,140
328
$93K 0.02%
+2,446
329
$93K 0.02%
2,273
330
$93K 0.02%
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331
$92K 0.02%
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332
$91K 0.02%
+3,746
333
$91K 0.02%
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334
$90K 0.02%
2,890
335
$89K 0.02%
+2,620
336
$88K 0.02%
+2,560
337
$87K 0.02%
478
338
$87K 0.02%
+3,756
339
$86K 0.02%
5,587
340
$86K 0.02%
911
341
$86K 0.02%
717
342
$86K 0.02%
2,022
+1,961
343
$85K 0.01%
798
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344
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1,022
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345
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346
$84K 0.01%
3,704
347
$83K 0.01%
864
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348
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286
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349
$81K 0.01%
208
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350
$78K 0.01%
1,696
+1,070
12 13
14
15 16