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
451
$38K 0.01%
632
-151
452
$38K 0.01%
778
-1,288
453
$38K 0.01%
1,706
-2,721
454
$38K 0.01%
72
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455
$37K 0.01%
805
-1,239
456
$36K 0.01%
431
457
$36K 0.01%
+161
458
$35K 0.01%
456
-4,718
459
$35K 0.01%
393
460
$35K 0.01%
1,452
-6,627
461
$34K 0.01%
608
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462
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140
463
$33K 0.01%
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464
$33K 0.01%
127
465
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530
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466
$32K 0.01%
1,404
467
$32K 0.01%
323
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468
$31K ﹤0.01%
544
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$31K ﹤0.01%
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$31K ﹤0.01%
930
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$30K ﹤0.01%
68
472
$29K ﹤0.01%
51
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473
$29K ﹤0.01%
70
474
$28K ﹤0.01%
392
-1,772
475
$27K ﹤0.01%
253
17 18
19
20 21