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
176
$306K 0.05%
13,086
+12,481
177
$304K 0.05%
2,286
+548
178
$304K 0.05%
7,900
+3,346
179
$303K 0.05%
6,110
180
$301K 0.05%
8,842
+897
181
$301K 0.05%
3,612
+2,729
182
$296K 0.05%
4,849
+509
183
$294K 0.05%
6,005
+2,492
184
$289K 0.05%
1,951
+502
185
$288K 0.04%
502
-59
186
$286K 0.04%
4,813
+502
187
$283K 0.04%
1,985
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188
$283K 0.04%
3,938
-1,011
189
$282K 0.04%
1,157
+487
190
$280K 0.04%
2,077
+687
191
$275K 0.04%
763
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192
$275K 0.04%
4,124
+4,014
193
$274K 0.04%
3,261
+1,263
194
$274K 0.04%
+3,547
195
$273K 0.04%
+26,674
196
$272K 0.04%
2,365
+233
197
$267K 0.04%
6,791
198
$262K 0.04%
1,179
-1,042
199
$260K 0.04%
223
-131
200
$259K 0.04%
633
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8
9 10