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
726
$5K ﹤0.01%
778
727
$4K ﹤0.01%
272
728
$4K ﹤0.01%
55
-181
729
$3K ﹤0.01%
174
-4,306
730
$3K ﹤0.01%
10
731
$3K ﹤0.01%
56
-541
732
$3K ﹤0.01%
27
733
$3K ﹤0.01%
29
734
$3K ﹤0.01%
151
735
$3K ﹤0.01%
+66
736
$3K ﹤0.01%
37
-170
737
$3K ﹤0.01%
59
738
$3K ﹤0.01%
156
-667
739
$3K ﹤0.01%
134
740
$3K ﹤0.01%
172
-1,407
741
$3K ﹤0.01%
60
742
$2K ﹤0.01%
77
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743
$2K ﹤0.01%
58
-332
744
$2K ﹤0.01%
118
745
$2K ﹤0.01%
27
-168
746
$2K ﹤0.01%
12
747
$2K ﹤0.01%
7
-6
748
$1K ﹤0.01%
20
749
$1K ﹤0.01%
4
750
$1K ﹤0.01%
10
-351
28 29
30
31 32