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
$591M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10M
3
+$8.01M
4
NTES icon
NetEase
NTES
+$6.68M
5
AAPL icon
Apple
AAPL
+$5.27M

Top Sells

1
+$8.09M
2
+$3.08M
3
+$2.95M
4
NVDA icon
NVIDIA
NVDA
+$2.41M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.23M

Sector Composition

1 Technology 42.72%
2 Consumer Discretionary 22.5%
3 Communication Services 15.65%
4 Healthcare 3.67%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$22K ﹤0.01%
318
602
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603
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520
604
$21K ﹤0.01%
+318
605
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+89
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449
607
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608
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609
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478
-1,782
610
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611
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311
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$19K ﹤0.01%
454
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$19K ﹤0.01%
+63
615
$19K ﹤0.01%
327
616
$19K ﹤0.01%
+219
617
$19K ﹤0.01%
483
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619
$19K ﹤0.01%
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620
$18K ﹤0.01%
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621
$18K ﹤0.01%
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622
$18K ﹤0.01%
202
623
$18K ﹤0.01%
+436
624
$18K ﹤0.01%
122
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625
$18K ﹤0.01%
230
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