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
626
$16K ﹤0.01%
235
627
$16K ﹤0.01%
755
628
$16K ﹤0.01%
+327
629
$16K ﹤0.01%
104
-221
630
$16K ﹤0.01%
+4
631
$16K ﹤0.01%
230
632
$15K ﹤0.01%
123
633
$15K ﹤0.01%
160
634
$15K ﹤0.01%
169
635
$15K ﹤0.01%
799
-1,601
636
$15K ﹤0.01%
360
637
$15K ﹤0.01%
+536
638
$15K ﹤0.01%
+32
639
$15K ﹤0.01%
925
640
$15K ﹤0.01%
81
-97
641
$15K ﹤0.01%
710
642
$15K ﹤0.01%
131
643
$15K ﹤0.01%
454
644
$15K ﹤0.01%
115
645
$15K ﹤0.01%
1,259
646
$15K ﹤0.01%
368
647
$15K ﹤0.01%
33
648
$15K ﹤0.01%
+229
649
$14K ﹤0.01%
256
650
$14K ﹤0.01%
107
24 25
26
27 28