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
$443M
AUM Growth
-$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$11.4M
4
NIO icon
NIO
NIO
+$6M
5
SHOP icon
Shopify
SHOP
+$4.1M

Top Sells

1
+$150M
2
+$102M
3
+$86.3M
4
BABA icon
Alibaba
BABA
+$30.4M
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
76
$399K 0.09%
1,335
77
$389K 0.09%
1,459
+1,346
78
$373K 0.08%
2,282
+847
79
$365K 0.08%
10,050
+1,400
80
$361K 0.08%
559
-167
81
$359K 0.08%
2,373
82
$359K 0.08%
697
83
$358K 0.08%
1,846
+841
84
$355K 0.08%
622
-327
85
$347K 0.08%
5,515
-2,794
86
$340K 0.08%
3,025
+2,794
87
$340K 0.08%
801
+600
88
$335K 0.08%
2,879
+966
89
$325K 0.07%
6,177
90
$325K 0.07%
536
+429
91
$316K 0.07%
2,795
+2,035
92
$316K 0.07%
1,200
-132
93
$315K 0.07%
1,611
94
$309K 0.07%
3,186
95
$303K 0.07%
+2,220
96
$299K 0.07%
2,086
97
$295K 0.07%
1,148
+53
98
$295K 0.07%
3,004
99
$286K 0.06%
7,481
+2,074
100
$281K 0.06%
+356
2 3
4
5 6