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
$443M
AUM Growth
-$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$11.4M
4
NIO icon
NIO
NIO
+$6M
5
SHOP icon
Shopify
SHOP
+$4.1M

Top Sells

1
+$150M
2
+$102M
3
+$86.3M
4
BABA icon
Alibaba
BABA
+$30.4M
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
51
$703K 0.16%
6,527
-3,409
52
$693K 0.16%
7,966
+1,283
53
$594K 0.13%
4,608
-2,389
54
$591K 0.13%
1,764
-155
55
$589K 0.13%
3,643
56
$571K 0.13%
5,182
+1,371
57
$557K 0.13%
1,875
+524
58
$542K 0.12%
12,612
+11,334
59
$520K 0.12%
1,263
60
$519K 0.12%
+1,328
61
$516K 0.12%
1,216
+320
62
$506K 0.11%
1,689
+378
63
$501K 0.11%
2,610
-718
64
$496K 0.11%
1,271
-2,606
65
$471K 0.11%
3,267
+1,026
66
$463K 0.1%
1,911
+602
67
$457K 0.1%
3,938
+3,604
68
$438K 0.1%
1,444
+1,065
69
$436K 0.1%
3,693
70
$425K 0.1%
13,089
-9,387
71
$412K 0.09%
2,269
-20
72
$410K 0.09%
2,606
+1,844
73
$410K 0.09%
720
+368
74
$409K 0.09%
5,876
+4,543
75
$401K 0.09%
594
+319
1 2
3
4 5