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
$573M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.5M
3
+$6.09M
4
NTES icon
NetEase
NTES
+$4.62M
5
META icon
Meta Platforms (Facebook)
META
+$3.37M

Top Sells

1
+$7.69M
2
+$5.5M
3
+$5.18M
4
LI icon
Li Auto
LI
+$3.34M
5
YUMC icon
Yum China
YUMC
+$3.25M

Sector Composition

1 Consumer Discretionary 28.55%
2 Technology 28.04%
3 Communication Services 14.25%
4 Consumer Staples 12.12%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$52K 0.01%
1,758
402
$51K 0.01%
574
-1,837
403
$50K 0.01%
1,193
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404
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303
405
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296
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406
$49K 0.01%
1,500
-10,500
407
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3,475
408
$48K 0.01%
140
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409
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565
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410
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331
411
$46K 0.01%
369
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412
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1,868
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413
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414
$44K 0.01%
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415
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416
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417
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170
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418
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421
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422
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423
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206
424
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555
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425
$41K 0.01%
+1,175
15 16
17
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