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
526
$12K ﹤0.01%
78
-329
527
$12K ﹤0.01%
73
-687
528
$12K ﹤0.01%
3,814
-159,758
529
$12K ﹤0.01%
391
530
$12K ﹤0.01%
123
531
$11K ﹤0.01%
371
-3,745
532
$11K ﹤0.01%
342
533
$11K ﹤0.01%
1,090
534
$11K ﹤0.01%
56
535
$11K ﹤0.01%
796
536
$11K ﹤0.01%
268
537
$10K ﹤0.01%
4,600
538
$10K ﹤0.01%
123
539
$9K ﹤0.01%
+493
540
$9K ﹤0.01%
119
541
$9K ﹤0.01%
101
542
$9K ﹤0.01%
176
543
$9K ﹤0.01%
42
544
$8K ﹤0.01%
64
-68
545
$8K ﹤0.01%
131
546
$8K ﹤0.01%
226
547
$8K ﹤0.01%
111
548
$8K ﹤0.01%
34
549
$8K ﹤0.01%
177
550
$8K ﹤0.01%
305
-731
20 21
22
23 24