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
201
$250K 0.04%
5,762
+2,662
202
$250K 0.04%
1,142
+919
203
$249K 0.04%
2,228
+1,046
204
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445
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205
$249K 0.04%
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206
$248K 0.04%
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207
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3,612
-163
208
$248K 0.04%
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209
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210
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211
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212
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213
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214
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751
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215
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216
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217
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218
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219
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220
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221
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2,299
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222
$230K 0.04%
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223
$229K 0.04%
1,390
-1,562
224
$228K 0.04%
930
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225
$228K 0.04%
1,800
-192
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9
10 11