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
676
$12K ﹤0.01%
41
677
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128
678
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250
-740
679
$12K ﹤0.01%
41
680
$11K ﹤0.01%
252
681
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682
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683
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684
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685
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686
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101
687
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386
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688
$11K ﹤0.01%
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689
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268
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690
$11K ﹤0.01%
610
691
$10K ﹤0.01%
51
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41
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499
694
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131
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400
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$9K ﹤0.01%
24
698
$9K ﹤0.01%
231
699
$9K ﹤0.01%
159
700
$9K ﹤0.01%
45
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