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
$1.21B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$325M
2
+$62.7M
3
+$28.3M
4
BILI icon
Bilibili
BILI
+$14.1M
5
EDU icon
New Oriental
EDU
+$10.7M

Top Sells

1
+$114M
2
+$23.7M
3
+$22M
4
VIPS icon
Vipshop
VIPS
+$10.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.73M

Sector Composition

1 Consumer Staples 30.62%
2 Consumer Discretionary 25.16%
3 Technology 17.01%
4 Communication Services 13.49%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K ﹤0.01%
248
-2,702
502
$14K ﹤0.01%
101
-196
503
$14K ﹤0.01%
+311
504
$13K ﹤0.01%
+364
505
$13K ﹤0.01%
77
-1,474
506
$13K ﹤0.01%
+317
507
$13K ﹤0.01%
+325
508
$13K ﹤0.01%
+232
509
$13K ﹤0.01%
+59
510
$12K ﹤0.01%
144
-540
511
$10K ﹤0.01%
+218
512
$10K ﹤0.01%
170
-442
513
$10K ﹤0.01%
209
-293
514
$10K ﹤0.01%
190
-263
515
$9K ﹤0.01%
58
-2,291
516
$8K ﹤0.01%
84
-927
517
$8K ﹤0.01%
149
-427
518
$7K ﹤0.01%
+781
519
$5K ﹤0.01%
100
-1,348
520
$4K ﹤0.01%
+212
521
$1K ﹤0.01%
17
-362
522
– –
0
523
– –
-728
524
– –
-787
525
– –
-1,168
19 20
21
22 23