HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
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
676
$12K ﹤0.01%
41
677
$12K ﹤0.01%
128
678
$12K ﹤0.01%
250
-740
679
$12K ﹤0.01%
41
680
$11K ﹤0.01%
73
-257
681
$11K ﹤0.01%
97
-167
682
$11K ﹤0.01%
101
683
$11K ﹤0.01%
386
-1,112
684
$11K ﹤0.01%
610
685
$11K ﹤0.01%
268
-1,176
686
$11K ﹤0.01%
252
687
$11K ﹤0.01%
569
688
$11K ﹤0.01%
229
-349
689
$11K ﹤0.01%
166
690
$11K ﹤0.01%
137
691
$10K ﹤0.01%
131
692
$10K ﹤0.01%
185
693
$10K ﹤0.01%
51
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694
$10K ﹤0.01%
41
-83
695
$10K ﹤0.01%
499
696
$9K ﹤0.01%
231
697
$9K ﹤0.01%
160
698
$9K ﹤0.01%
45
-182
699
$9K ﹤0.01%
446
-933
700
$9K ﹤0.01%
181
26 27
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29 30