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
126
$239K 0.05%
908
-126
127
$238K 0.05%
1,309
+537
128
$237K 0.05%
968
+655
129
$236K 0.05%
819
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130
$235K 0.05%
2,050
-331
131
$234K 0.05%
861
-178
132
$234K 0.05%
9,224
-3,347
133
$231K 0.05%
613
134
$231K 0.05%
6,090
135
$229K 0.05%
487
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136
$226K 0.05%
13,009
+7,450
137
$225K 0.05%
3,868
+2,429
138
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5,852
-2,714
139
$223K 0.05%
845
140
$223K 0.05%
3,975
+2,951
141
$221K 0.05%
776
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142
$219K 0.05%
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143
$219K 0.05%
838
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144
$217K 0.05%
1,724
145
$217K 0.05%
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146
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1,105
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147
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148
$211K 0.05%
6,796
+4,261
149
$211K 0.05%
3,689
+1,798
150
$208K 0.05%
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4 5
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