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
201
$158K 0.04%
808
+42
202
$158K 0.04%
917
+161
203
$157K 0.04%
786
+428
204
$157K 0.04%
2,216
+1,020
205
$157K 0.04%
236
-49
206
$156K 0.04%
13,671
+4,728
207
$154K 0.03%
925
-177
208
$152K 0.03%
429
+148
209
$151K 0.03%
64
-16
210
$151K 0.03%
2,893
211
$151K 0.03%
11,909
+7,650
212
$148K 0.03%
4,995
213
$148K 0.03%
1,324
-583
214
$148K 0.03%
3,437
215
$148K 0.03%
958
216
$147K 0.03%
3,630
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217
$147K 0.03%
3,169
218
$146K 0.03%
1,403
219
$144K 0.03%
1,318
-35
220
$139K 0.03%
2,248
+827
221
$139K 0.03%
707
222
$138K 0.03%
8,530
-8,243
223
$136K 0.03%
2,260
224
$135K 0.03%
1,558
225
$135K 0.03%
2,582
+590
7 8
9
10 11