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
651
$14K ﹤0.01%
84
652
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569
653
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654
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908
655
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278
-295
656
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657
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658
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659
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660
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661
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337
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662
$13K ﹤0.01%
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663
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664
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-227
665
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163
666
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303
667
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125
668
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283
669
$13K ﹤0.01%
610
670
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671
$12K ﹤0.01%
15
672
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167
673
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430
674
$12K ﹤0.01%
337
675
$12K ﹤0.01%
292
25 26
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28 29