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
376
$57K 0.01%
592
377
$57K 0.01%
1,111
-1,036
378
$56K 0.01%
4,154
379
$55K 0.01%
3,016
380
$55K 0.01%
379
381
$55K 0.01%
1,538
382
$54K 0.01%
412
383
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659
-532
384
$54K 0.01%
298
+193
385
$54K 0.01%
367
386
$54K 0.01%
+1,030
387
$54K 0.01%
348
388
$53K 0.01%
242
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389
$53K 0.01%
+2,810
390
$52K 0.01%
62
391
$52K 0.01%
752
392
$52K 0.01%
+1,075
393
$52K 0.01%
+372
394
$52K 0.01%
737
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395
$52K 0.01%
603
396
$51K 0.01%
1,442
397
$51K 0.01%
+205
398
$51K 0.01%
161
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399
$50K 0.01%
305
400
$50K 0.01%
693
+478
14 15
16
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