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
501
$21K ﹤0.01%
+357
502
$21K ﹤0.01%
119
-372
503
$20K ﹤0.01%
60
-311
504
$20K ﹤0.01%
483
505
$20K ﹤0.01%
302
-6
506
$19K ﹤0.01%
630
-1,644
507
$19K ﹤0.01%
1,062
508
$19K ﹤0.01%
105
509
$18K ﹤0.01%
208
510
$18K ﹤0.01%
1,163
511
$18K ﹤0.01%
821
512
$17K ﹤0.01%
233
-2,001
513
$16K ﹤0.01%
20
514
$16K ﹤0.01%
745
515
$16K ﹤0.01%
109
-79
516
$15K ﹤0.01%
229
-275
517
$14K ﹤0.01%
261
-369
518
$14K ﹤0.01%
111
519
$14K ﹤0.01%
527
520
$13K ﹤0.01%
61
521
$13K ﹤0.01%
85
-1,280
522
$13K ﹤0.01%
104
523
$13K ﹤0.01%
43
-58
524
$13K ﹤0.01%
146
-6,035
525
$13K ﹤0.01%
6,614
19 20
21
22 23