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
101
$553K 0.09%
7,367
+5,585
102
$550K 0.09%
3,076
+1,659
103
$546K 0.09%
7,820
+2,305
104
$542K 0.09%
8,402
+7,065
105
$526K 0.09%
12,047
+10,605
106
$526K 0.09%
792
+198
107
$511K 0.09%
1,376
-499
108
$500K 0.08%
737
+178
109
$499K 0.08%
5,940
+2,674
110
$496K 0.08%
3,051
+1,881
111
$494K 0.08%
8,599
+6,397
112
$482K 0.08%
5,717
+4,551
113
$475K 0.08%
1,904
+293
114
$472K 0.08%
4,894
+4,082
115
$463K 0.08%
6,945
+1,069
116
$459K 0.08%
3,953
-1,229
117
$454K 0.08%
1,577
+430
118
$451K 0.08%
16,833
+5,881
119
$448K 0.08%
4,081
+2,523
120
$431K 0.07%
1,713
+254
121
$428K 0.07%
2,769
+487
122
$417K 0.07%
11,900
+1,850
123
$410K 0.07%
7,258
+1,081
124
$410K 0.07%
20,040
+18,405
125
$407K 0.07%
4,018
+1,910
3 4
5
6 7