HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
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
+$18.4M
2
+$12.2M
3
+$12.1M
4
NIO icon
NIO
NIO
+$6.92M
5
SHOP icon
Shopify
SHOP
+$4.53M

Top Sells

1
+$150M
2
+$102M
3
+$86.3M
4
BABA icon
Alibaba
BABA
+$37.6M
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
151
$208K 0.05%
516
+433
152
$208K 0.05%
1,177
-179
153
$206K 0.05%
12,372
+8,568
154
$206K 0.05%
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155
$205K 0.05%
2,108
156
$203K 0.05%
3,702
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157
$203K 0.05%
3,148
-1,550
158
$203K 0.05%
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159
$201K 0.05%
3,310
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160
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161
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162
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163
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164
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165
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166
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171
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172
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174
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175
$180K 0.04%
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