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
76
$665K 0.11%
3,108
+839
77
$648K 0.11%
11,177
+10,982
78
$645K 0.11%
269
+205
79
$644K 0.11%
15,485
+2,396
80
$644K 0.11%
17,066
+14,059
81
$632K 0.11%
1,345
+544
82
$618K 0.1%
2,525
+679
83
$616K 0.1%
4,374
+681
84
$614K 0.1%
6,998
+4,370
85
$613K 0.1%
4,042
+1,992
86
$609K 0.1%
13,035
+9,405
87
$606K 0.1%
1,575
+247
88
$602K 0.1%
+288
89
$596K 0.1%
3,169
+796
90
$589K 0.1%
7,796
+4,079
91
$587K 0.1%
1,582
+247
92
$585K 0.1%
3,090
+480
93
$574K 0.1%
855
+135
94
$573K 0.1%
1,076
+589
95
$566K 0.1%
2,511
+2,389
96
$564K 0.1%
946
+249
97
$558K 0.09%
18,468
+11,672
98
$556K 0.09%
11,555
+6,038
99
$555K 0.09%
5,922
+4,350
100
$555K 0.09%
1,633
+960
2 3
4
5 6