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
$591M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10M
3
+$8.01M
4
NTES icon
NetEase
NTES
+$6.68M
5
AAPL icon
Apple
AAPL
+$5.27M

Top Sells

1
+$8.09M
2
+$3.08M
3
+$2.95M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.23M

Sector Composition

1 Technology 42.72%
2 Consumer Discretionary 22.5%
3 Communication Services 15.65%
4 Healthcare 3.67%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$90K 0.02%
390
-486
352
$90K 0.02%
3,114
353
$90K 0.02%
808
354
$90K 0.02%
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355
$90K 0.02%
5,587
356
$89K 0.02%
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357
$89K 0.02%
542
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358
$88K 0.01%
+3,401
359
$87K 0.01%
586
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360
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1,987
+1,146
361
$86K 0.01%
932
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362
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815
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363
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1,808
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365
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366
$85K 0.01%
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367
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368
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369
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$78K 0.01%
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372
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373
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1,096
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374
$77K 0.01%
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375
$76K 0.01%
767
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