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
51
$1.13M 0.19%
8,802
+4,864
52
$1.11M 0.19%
18,639
-1,255
53
$1.09M 0.18%
5,697
-4,651
54
$1.08M 0.18%
2,143
+872
55
$968K 0.16%
2,636
+947
56
$955K 0.16%
2,787
+1,023
57
$927K 0.16%
+8,938
58
$912K 0.15%
5,437
-392
59
$897K 0.15%
3,470
+1,559
60
$806K 0.14%
1,715
+499
61
$798K 0.14%
3,724
+2,911
62
$782K 0.13%
6,492
-883
63
$775K 0.13%
2,328
+884
64
$771K 0.13%
3,093
+1,994
65
$753K 0.13%
1,132
+510
66
$748K 0.13%
6,375
+4,489
67
$740K 0.13%
6,755
-11,245
68
$728K 0.12%
10,756
+6,102
69
$723K 0.12%
1,093
+9
70
$719K 0.12%
4,945
+1,302
71
$717K 0.12%
2,393
+1,532
72
$714K 0.12%
1,082
-214
73
$690K 0.12%
5,104
+2,884
74
$683K 0.12%
9,129
+5,819
75
$673K 0.11%
2,688
-672
1 2
3
4 5