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
626
$18K ﹤0.01%
479
627
$18K ﹤0.01%
820
628
$17K ﹤0.01%
169
629
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84
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631
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+148
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33
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1,259
641
$16K ﹤0.01%
105
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+151
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799
648
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$15K ﹤0.01%
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650
$15K ﹤0.01%
360