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
176
$300K 0.05%
937
+552
177
$298K 0.05%
1,307
178
$297K 0.05%
4,677
+3,604
179
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180
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181
$291K 0.05%
1,074
+166
182
$290K 0.05%
+3,189
183
$288K 0.05%
1,298
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184
$286K 0.05%
427
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185
$286K 0.05%
2,560
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186
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2,043
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187
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188
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725
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189
$278K 0.05%
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190
$277K 0.05%
3,184
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191
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3,881
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192
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1,184
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193
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194
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195
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196
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197
$264K 0.04%
8,087
+4,781
198
$257K 0.04%
1,977
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199
$256K 0.04%
776
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200
$254K 0.04%
5,852
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