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
726
$6K ﹤0.01%
43
727
$6K ﹤0.01%
32
-88
728
$5K ﹤0.01%
147
-443
729
$5K ﹤0.01%
11
730
$5K ﹤0.01%
304
731
$5K ﹤0.01%
145
732
$5K ﹤0.01%
272
733
$5K ﹤0.01%
778
734
$4K ﹤0.01%
+344
735
$4K ﹤0.01%
106
736
$4K ﹤0.01%
29
737
$4K ﹤0.01%
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738
$3K ﹤0.01%
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739
$3K ﹤0.01%
66
740
$3K ﹤0.01%
58
741
$3K ﹤0.01%
37
742
$3K ﹤0.01%
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743
$3K ﹤0.01%
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744
$3K ﹤0.01%
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745
$3K ﹤0.01%
21
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746
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747
$3K ﹤0.01%
19
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748
$2K ﹤0.01%
10
749
$2K ﹤0.01%
118
750
$2K ﹤0.01%
17
-237
28 29
30
31 32