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
$360M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$10.7M
4
BZ icon
Kanzhun
BZ
+$9.2M
5
IQ icon
iQIYI
IQ
+$7.98M

Top Sells

1
+$14.2M
2
+$13M
3
+$12.3M
4
AMZN icon
Amazon
AMZN
+$12M
5
TSLA icon
Tesla
TSLA
+$11M

Sector Composition

1 Consumer Discretionary 28.27%
2 Technology 26.69%
3 Communication Services 13.17%
4 Financials 8.29%
5 Real Estate 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.24%
6,031
-1,358
52
$868K 0.24%
6,523
53
$866K 0.24%
6,246
54
$801K 0.22%
36,851
+384
55
$791K 0.22%
15,060
-3,391
56
$787K 0.22%
7,703
57
$770K 0.21%
8,442
-562
58
$761K 0.21%
8,325
+5,303
59
$683K 0.19%
2,140
-334
60
$680K 0.19%
7,473
-2,713
61
$665K 0.18%
12,047
62
$656K 0.18%
21,417
63
$629K 0.17%
23,505
+6,339
64
$629K 0.17%
2,644
65
$619K 0.17%
14,020
66
$616K 0.17%
3,374
67
$615K 0.17%
2,885
68
$609K 0.17%
4,057
+611
69
$602K 0.17%
12,749
-1,600
70
$601K 0.17%
11,764
71
$593K 0.16%
12,738
72
$577K 0.16%
11,472
73
$555K 0.15%
4,719
-584
74
$552K 0.15%
8,438
-756
75
$548K 0.15%
17,252
1 2
3
4 5