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
751
$1K ﹤0.01%
12
752
$1K ﹤0.01%
9
-97
753
$1K ﹤0.01%
63
-779
754
$1K ﹤0.01%
8
755
$1K ﹤0.01%
38
-1,730
756
– –
-444
757
– –
-145,287
758
– –
-2,858
759
– –
-600
760
$0 ﹤0.01%
21
761
– –
-167
762
$0 ﹤0.01%
6
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763
– –
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764
– –
-397
765
– –
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766
$0 ﹤0.01%
4
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767
– –
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768
– –
-64
769
– –
-234
770
– –
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771
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772
– –
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773
– –
-259
774
– –
-17,373
775
– –
-53,181
29 30
31
32 33