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
401
$58K 0.01%
296
402
$58K 0.01%
+2,191
403
$57K 0.01%
369
404
$57K 0.01%
288
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405
$56K 0.01%
+599
406
$56K 0.01%
530
-1,934
407
$54K 0.01%
981
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408
$53K 0.01%
263
409
$53K 0.01%
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410
$53K 0.01%
+526
411
$52K 0.01%
37
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412
$52K 0.01%
528
413
$51K 0.01%
3,326
414
$51K 0.01%
10,451
415
$51K 0.01%
+1,182
416
$50K 0.01%
496
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417
$50K 0.01%
+659
418
$50K 0.01%
775
419
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420
$49K 0.01%
2,149
421
$49K 0.01%
146
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422
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1,088
423
$47K 0.01%
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424
$47K 0.01%
287
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425
$47K 0.01%
3,075
-400
15 16
17
18 19