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
126
$406K 0.07%
1,158
+553
127
$399K 0.07%
5,196
+2,048
128
$396K 0.07%
1,460
+913
129
$389K 0.07%
635
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130
$387K 0.07%
2,246
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131
$385K 0.07%
2,133
+1,838
132
$382K 0.06%
2,146
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133
$378K 0.06%
8,381
+2,125
134
$373K 0.06%
1,785
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135
$372K 0.06%
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136
$372K 0.06%
1,421
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137
$371K 0.06%
2,720
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138
$369K 0.06%
13,616
+5,586
139
$363K 0.06%
31,101
+17,430
140
$362K 0.06%
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-353
141
$362K 0.06%
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142
$361K 0.06%
1,746
+1,441
143
$361K 0.06%
2,706
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144
$360K 0.06%
5,675
+1,039
145
$360K 0.06%
211
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146
$360K 0.06%
560
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147
$360K 0.06%
14,285
+13,645
148
$359K 0.06%
7,573
+853
149
$353K 0.06%
+3,055
150
$341K 0.06%
7,156
+3,335
4 5
6
7 8