HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
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
+$13.6M
2
+$9.61M
3
+$6.92M
4
NTES icon
NetEase
NTES
+$4.73M
5
META icon
Meta Platforms (Facebook)
META
+$3.39M

Top Sells

1
+$7.92M
2
+$5.47M
3
+$4.93M
4
LI icon
Li Auto
LI
+$3.69M
5
YUMC icon
Yum China
YUMC
+$3.26M

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
476
$21K ﹤0.01%
100
477
$21K ﹤0.01%
3,586
478
$21K ﹤0.01%
225
479
$20K ﹤0.01%
119
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480
$20K ﹤0.01%
553
-983
481
$20K ﹤0.01%
359
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482
$20K ﹤0.01%
294
483
$20K ﹤0.01%
319
-3,628
484
$20K ﹤0.01%
191
485
$19K ﹤0.01%
224
486
$19K ﹤0.01%
514
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487
$19K ﹤0.01%
1,163
488
$19K ﹤0.01%
+245
489
$18K ﹤0.01%
1,661
490
$18K ﹤0.01%
1,062
491
$17K ﹤0.01%
530
492
$17K ﹤0.01%
764
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493
$17K ﹤0.01%
591
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494
$17K ﹤0.01%
852
495
$16K ﹤0.01%
208
496
$16K ﹤0.01%
105
497
$16K ﹤0.01%
112
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498
$16K ﹤0.01%
308
499
$16K ﹤0.01%
6,614
500
$15K ﹤0.01%
270
18 19
20
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