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
201
$254K 0.04%
8,198
202
$254K 0.04%
+1,176
203
$251K 0.04%
248
204
$249K 0.04%
5,051
205
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206
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547
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207
$247K 0.04%
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208
$243K 0.04%
6,766
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209
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210
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211
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4,102
212
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213
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214
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215
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216
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217
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218
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220
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221
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222
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535
223
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224
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2,326
-3,868
225
$217K 0.03%
8,121
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10 11