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
401
$50K 0.01%
330
402
$50K 0.01%
+248
403
$50K 0.01%
861
404
$50K 0.01%
854
405
$50K 0.01%
498
406
$50K 0.01%
465
-1,486
407
$49K 0.01%
4,261
408
$49K 0.01%
413
+276
409
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526
410
$49K 0.01%
+477
411
$49K 0.01%
167
412
$49K 0.01%
+150
413
$49K 0.01%
1,954
414
$48K 0.01%
295
-1,678
415
$48K 0.01%
1,036
416
$48K 0.01%
458
417
$48K 0.01%
1,498
-1,044
418
$48K 0.01%
3,221
419
$48K 0.01%
2,204
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420
$47K 0.01%
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421
$47K 0.01%
1,291
422
$47K 0.01%
1,423
-19
423
$47K 0.01%
278
424
$47K 0.01%
3,971
-9,259
425
$47K 0.01%
227
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17
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