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
$642M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$7.5M
3
+$4.32M
4
MSFT icon
Microsoft
MSFT
+$3.59M
5
IQ icon
iQIYI
IQ
+$3.38M

Top Sells

1
+$29.6M
2
+$6.87M
3
+$5.31M
4
LI icon
Li Auto
LI
+$4.72M
5
HTHT icon
Huazhu Hotels Group
HTHT
+$4.52M

Sector Composition

1 Technology 30.1%
2 Consumer Discretionary 27.07%
3 Consumer Staples 14.63%
4 Communication Services 13.07%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.05%
890
-37
152
$343K 0.05%
5,117
+533
153
$338K 0.05%
1,140
-440
154
$337K 0.05%
10,498
+1,050
155
$336K 0.05%
2,177
+166
156
$335K 0.05%
3,800
157
$335K 0.05%
1,838
158
$335K 0.05%
+5,132
159
$334K 0.05%
1,621
160
$333K 0.05%
3,387
+356
161
$329K 0.05%
1,290
+133
162
$326K 0.05%
2,427
+1,146
163
$325K 0.05%
2,255
+294
164
$324K 0.05%
1,094
-2,865
165
$323K 0.05%
2,123
166
$323K 0.05%
3,690
167
$321K 0.05%
644
+237
168
$321K 0.05%
1,366
-802
169
$320K 0.05%
1,854
+605
170
$318K 0.05%
383
+133
171
$317K 0.05%
2,075
-167
172
$314K 0.05%
8,747
+816
173
$312K 0.05%
3,589
+376
174
$307K 0.05%
4,000
+55
175
$307K 0.05%
5,218
-1,982
5 6
7
8 9