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
$591M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10M
3
+$8.01M
4
NTES icon
NetEase
NTES
+$6.68M
5
AAPL icon
Apple
AAPL
+$5.27M

Top Sells

1
+$8.09M
2
+$3.08M
3
+$2.95M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.23M

Sector Composition

1 Technology 42.72%
2 Consumer Discretionary 22.5%
3 Communication Services 15.65%
4 Healthcare 3.67%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 0.62%
25,153
+10,420
27
$3.58M 0.61%
144,159
+144,137
28
$3.53M 0.6%
102,080
-399
29
$3.47M 0.59%
199,361
-2,041
30
$3.46M 0.59%
51,990
+17,560
31
$3.23M 0.55%
5,724
+1,679
32
$3.22M 0.54%
4,913
+143
33
$2.73M 0.46%
14,953
+10,345
34
$2.56M 0.43%
11,779
+346
35
$2.48M 0.42%
9,651
+3,547
36
$2.18M 0.37%
7,867
+833
37
$2.15M 0.36%
5,952
+354
38
$2.03M 0.34%
4,907
+759
39
$1.93M 0.33%
11,545
+3,110
40
$1.9M 0.32%
3,096
+1,209
41
$1.9M 0.32%
4,334
+1,030
42
$1.75M 0.3%
11,060
+1,444
43
$1.43M 0.24%
3,936
+609
44
$1.35M 0.23%
18,860
+5,485
45
$1.27M 0.22%
14,439
+6,473
46
$1.22M 0.21%
7,600
+1,156
47
$1.19M 0.2%
16,570
+90
48
$1.19M 0.2%
8,762
+2,235
49
$1.17M 0.2%
20,005
+7,393
50
$1.15M 0.19%
2,678
+421
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2
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