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
351
$64K 0.01%
1,337
+564
352
$64K 0.01%
3,176
-1,342
353
$64K 0.01%
173
-264
354
$63K 0.01%
1,393
+720
355
$63K 0.01%
1,080
356
$62K 0.01%
661
357
$61K 0.01%
1,980
358
$61K 0.01%
478
359
$61K 0.01%
+1,243
360
$61K 0.01%
1,474
361
$60K 0.01%
559
362
$60K 0.01%
1,945
363
$59K 0.01%
403
364
$59K 0.01%
1,016
365
$59K 0.01%
712
366
$59K 0.01%
765
367
$59K 0.01%
299
368
$59K 0.01%
+261
369
$59K 0.01%
2,461
370
$58K 0.01%
1,974
+1,011
371
$58K 0.01%
408
372
$58K 0.01%
335
373
$58K 0.01%
+186
374
$58K 0.01%
1,052
-580
375
$57K 0.01%
735
13 14
15
16 17