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
$573M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.61M
3
+$6.92M
4
NTES icon
NetEase
NTES
+$4.73M
5
META icon
Meta Platforms (Facebook)
META
+$3.39M

Top Sells

1
+$7.92M
2
+$5.47M
3
+$4.93M
4
LI icon
Li Auto
LI
+$3.69M
5
YUMC icon
Yum China
YUMC
+$3.26M

Sector Composition

1 Consumer Discretionary 28.55%
2 Technology 28.04%
3 Communication Services 14.25%
4 Consumer Staples 12.12%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K ﹤0.01%
53
577
$4K ﹤0.01%
345
-838
578
$4K ﹤0.01%
140
-102
579
$4K ﹤0.01%
408
580
$4K ﹤0.01%
70
581
$4K ﹤0.01%
471
582
$4K ﹤0.01%
910
-218
583
$3K ﹤0.01%
36
584
$3K ﹤0.01%
54
-106
585
$3K ﹤0.01%
60
586
$3K ﹤0.01%
61
587
$3K ﹤0.01%
82
588
$3K ﹤0.01%
167
-17,252
589
$2K ﹤0.01%
210
590
$2K ﹤0.01%
51
591
$2K ﹤0.01%
14
-5
592
$2K ﹤0.01%
112
593
$2K ﹤0.01%
11
-431
594
$2K ﹤0.01%
17
595
$2K ﹤0.01%
177
596
$2K ﹤0.01%
18
597
$2K ﹤0.01%
+232
598
$2K ﹤0.01%
205
599
$2K ﹤0.01%
20
-229
600
$2K ﹤0.01%
128
22 23
24
25 26