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
701
$9K ﹤0.01%
301
-901
702
$9K ﹤0.01%
41
-143
703
$9K ﹤0.01%
225
-1,266
704
$9K ﹤0.01%
43
-40
705
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31
-702
706
$8K ﹤0.01%
24
707
$8K ﹤0.01%
35
708
$8K ﹤0.01%
1,074
709
$8K ﹤0.01%
207
-817
710
$8K ﹤0.01%
161
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711
$8K ﹤0.01%
242
712
$8K ﹤0.01%
185
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713
$7K ﹤0.01%
81
-13
714
$7K ﹤0.01%
297
715
$7K ﹤0.01%
130
716
$6K ﹤0.01%
33
717
$6K ﹤0.01%
43
718
$5K ﹤0.01%
11
719
$5K ﹤0.01%
77
720
$5K ﹤0.01%
304
721
$5K ﹤0.01%
322
722
$5K ﹤0.01%
37
723
$5K ﹤0.01%
145
724
$5K ﹤0.01%
106
725
$5K ﹤0.01%
38
27 28
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30 31