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
$443M
AUM Growth
-$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.2M
3
+$12.1M
4
NIO icon
NIO
NIO
+$6.92M
5
SHOP icon
Shopify
SHOP
+$4.53M

Top Sells

1
+$150M
2
+$102M
3
+$86.3M
4
BABA icon
Alibaba
BABA
+$37.6M
5
BILI icon
Bilibili
BILI
+$21.6M

Sector Composition

1 Technology 43.32%
2 Consumer Discretionary 19.45%
3 Communication Services 15.98%
4 Financials 3.95%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$27K 0.01%
1,327
552
$27K 0.01%
257
-2
553
$27K 0.01%
+120
554
$27K 0.01%
367
555
$27K 0.01%
102
556
$27K 0.01%
728
557
$27K 0.01%
384
-1,967
558
$27K 0.01%
1,257
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559
$26K 0.01%
590
560
$26K 0.01%
522
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561
$26K 0.01%
1,057
562
$25K 0.01%
313
563
$25K 0.01%
1,516
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564
$25K 0.01%
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565
$25K 0.01%
515
566
$25K 0.01%
120
567
$24K 0.01%
146
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568
$24K 0.01%
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569
$24K 0.01%
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$23K 0.01%
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571
$23K 0.01%
520
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572
$23K 0.01%
434
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573
$23K 0.01%
160
574
$22K 0.01%
1,040
575
$22K 0.01%
284
21 22
23
24 25