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
551
$8K ﹤0.01%
101
-1,108
552
$8K ﹤0.01%
224
553
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108
554
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+61
555
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29
556
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128
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337
558
$7K ﹤0.01%
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36
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77
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562
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165
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$6K ﹤0.01%
203
566
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11
567
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223
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569
$6K ﹤0.01%
28
570
$6K ﹤0.01%
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571
$5K ﹤0.01%
57
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572
$5K ﹤0.01%
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72
574
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198
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575
$5K ﹤0.01%
408