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
651
$15K ﹤0.01%
167
652
$15K ﹤0.01%
925
653
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114
654
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292
655
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111
656
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4
657
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256
658
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57
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627
-891
661
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108
-1,467
662
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252
664
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521
665
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15
666
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91
667
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430
668
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337
669
$13K ﹤0.01%
303
670
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146
671
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+471
672
$13K ﹤0.01%
+306
673
$13K ﹤0.01%
265
674
$12K ﹤0.01%
107
675
$12K ﹤0.01%
9
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