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

Top Buys

1
+$9.58M
2
+$8.73M
3
+$7.77M
4
FUTU icon
Futu Holdings
FUTU
+$7.74M
5
IQ icon
iQIYI
IQ
+$7.65M

Top Sells

1
+$15.3M
2
+$14.4M
3
+$14.2M
4
NVDA icon
NVIDIA
NVDA
+$13.5M
5
TSLA icon
Tesla
TSLA
+$13.3M

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
751
– –
-14,182
752
– –
-4,157
753
– –
-4,458
754
– –
-23,070
755
– –
-6,755
756
– –
-3,113
757
– –
-90
758
– –
-165
759
$0 ﹤0.01%
8
760
– –
-323
761
– –
-1,210
762
– –
-208
763
– –
-778
764
– –
-716
765
– –
-3,221
766
– –
-446
767
– –
-1,955
768
– –
-2,264
769
– –
-271
27 28 29 30
31