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

Top Buys

1
+$12.4M
2
+$9.72M
3
+$9.51M
4
NTES icon
NetEase
NTES
+$6.54M
5
NIO icon
NIO
NIO
+$5.29M

Top Sells

1
+$8.09M
2
+$3.07M
3
+$2.91M
4
NVDA icon
NVIDIA
NVDA
+$2.24M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.18M

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
651
$15K ﹤0.01%
111
652
$15K ﹤0.01%
171
653
$15K ﹤0.01%
360
654
$15K ﹤0.01%
167
655
$15K ﹤0.01%
925
656
$15K ﹤0.01%
4
657
$15K ﹤0.01%
256
658
$14K ﹤0.01%
57
-63
659
$14K ﹤0.01%
125
660
$14K ﹤0.01%
627
-891
661
$13K ﹤0.01%
108
-1,467
662
$13K ﹤0.01%
208
663
$13K ﹤0.01%
15
664
$13K ﹤0.01%
91
665
$13K ﹤0.01%
430
666
$13K ﹤0.01%
337
667
$13K ﹤0.01%
303
668
$13K ﹤0.01%
146
669
$13K ﹤0.01%
+471
670
$13K ﹤0.01%
+306
671
$13K ﹤0.01%
265
672
$13K ﹤0.01%
252
673
$13K ﹤0.01%
521
674
$12K ﹤0.01%
107
675
$12K ﹤0.01%
9
-34
25 26
27
28 29