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
$360M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$10.7M
4
BZ icon
Kanzhun
BZ
+$9.2M
5
IQ icon
iQIYI
IQ
+$7.98M

Top Sells

1
+$14.2M
2
+$13M
3
+$12.3M
4
AMZN icon
Amazon
AMZN
+$12M
5
TSLA icon
Tesla
TSLA
+$11M

Sector Composition

1 Consumer Discretionary 28.27%
2 Technology 26.69%
3 Communication Services 13.17%
4 Financials 8.29%
5 Real Estate 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 5.87%
154,502
-95,370
2
$20.4M 5.67%
79,508
-47,941
3
$19.7M 5.48%
307,117
+80,673
4
$14.8M 4.11%
130,072
-1,369
5
$13.7M 3.82%
192,239
-44,969
6
$13.6M 3.78%
220,000
+204,543
7
$12.7M 3.53%
116,560
-129,960
8
$11.1M 3.09%
+620,000
9
$10.7M 2.97%
+205,000
10
$9.2M 2.56%
+350,000
11
$8.97M 2.49%
326,852
+109,630
12
$8.89M 2.47%
83,667
-113,113
13
$8.87M 2.46%
95,017
+23,916
14
$8.45M 2.35%
174,007
+3,373
15
$8.23M 2.29%
36,681
-48,867
16
$7.98M 2.22%
+1,900,000
17
$6.87M 1.91%
453,430
-717,780
18
$6.17M 1.72%
+162,021
19
$4.85M 1.35%
30,089
-7,619
20
$3.71M 1.03%
46,206
-25,645
21
$3.65M 1.02%
111,632
-66,309
22
$3.34M 0.93%
6,965
+778
23
$3.23M 0.9%
19,184
-2,050
24
$2.96M 0.82%
86,430
-11,300
25
$2.88M 0.8%
166,196
-20,600
1
2 3 4 5