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
326
$103K 0.02%
3,704
327
$102K 0.02%
2,560
328
$101K 0.02%
+3,350
329
$101K 0.02%
219
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330
$100K 0.02%
1,022
331
$99K 0.02%
209
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332
$99K 0.02%
9,974
333
$99K 0.02%
723
334
$97K 0.02%
1,833
-283
335
$97K 0.02%
+864
336
$96K 0.01%
208
337
$95K 0.01%
717
338
$94K 0.01%
2,273
339
$93K 0.01%
5,587
340
$93K 0.01%
2,052
341
$93K 0.01%
2,446
342
$92K 0.01%
295
343
$92K 0.01%
+405
344
$92K 0.01%
1,874
345
$92K 0.01%
798
346
$91K 0.01%
1,696
347
$91K 0.01%
2,100
+600
348
$91K 0.01%
237
349
$90K 0.01%
911
350
$90K 0.01%
+1,216
12 13
14
15 16