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
351
$89K 0.01%
619
-1,186
352
$87K 0.01%
610
+596
353
$87K 0.01%
2,819
+951
354
$86K 0.01%
478
355
$86K 0.01%
+1,092
356
$86K 0.01%
1,446
-669
357
$86K 0.01%
588
-1,188
358
$82K 0.01%
3,051
-1,729
359
$81K 0.01%
1,178
360
$80K 0.01%
629
-852
361
$79K 0.01%
9,339
362
$76K 0.01%
+1,859
363
$75K 0.01%
1,613
364
$74K 0.01%
1,184
365
$74K 0.01%
+1,346
366
$74K 0.01%
1,843
-3,570
367
$73K 0.01%
2,415
368
$73K 0.01%
430
369
$73K 0.01%
336
-2,208
370
$72K 0.01%
3,560
+3,383
371
$71K 0.01%
379
372
$71K 0.01%
2,139
+1,926
373
$71K 0.01%
+371
374
$71K 0.01%
+1,142
375
$70K 0.01%
1,590
13 14
15
16 17