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
176
$179K 0.04%
1,466
-432
177
$179K 0.04%
4,233
178
$178K 0.04%
2,264
-797
179
$177K 0.04%
6,250
180
$175K 0.04%
4,259
-1,004
181
$175K 0.04%
2,741
-1,305
182
$173K 0.04%
8,639
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183
$172K 0.04%
8,030
184
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3,266
185
$169K 0.04%
605
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186
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+1,493
187
$165K 0.04%
3,381
+1,827
188
$165K 0.04%
874
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189
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620
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190
$164K 0.04%
4,607
191
$164K 0.04%
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192
$164K 0.04%
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193
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194
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4,420
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195
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196
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3,781
197
$160K 0.04%
996
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198
$159K 0.04%
1,271
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199
$158K 0.04%
326
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200
$158K 0.04%
2,628
+271
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8
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