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
$591M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.72M
3
+$9.51M
4
NTES icon
NetEase
NTES
+$6.54M
5
NIO icon
NIO
NIO
+$5.29M

Top Sells

1
+$8.09M
2
+$3.07M
3
+$2.91M
4
NVDA icon
NVIDIA
NVDA
+$2.24M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.18M

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
751
$2K ﹤0.01%
134
752
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753
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63
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754
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755
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7
756
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757
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10
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4
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760
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761
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27
762
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12
763
– –
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764
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765
– –
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766
$0 ﹤0.01%
2
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767
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3
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769
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$0 ﹤0.01%
4
772
$0 ﹤0.01%
20
773
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775
– –
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29 30
31
32 33