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
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.51M
3
+$4.45M
4
PDD icon
Pinduoduo
PDD
+$4.43M
5
USO icon
United States Oil Fund
USO
+$4.4M

Top Sells

1
+$31.1M
2
+$19M
3
+$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.53T
$166M 7.86%
1,053,555
-196,941
MSFT icon
2
Microsoft
MSFT
$3.89T
$155M 7.34%
312,543
-25,281
AAPL icon
3
Apple
AAPL
$3.9T
$123M 5.83%
601,611
-92,206
TSLA icon
4
Tesla
TSLA
$1.44T
$118M 5.59%
324,675
-8,596
AMZN icon
5
Amazon
AMZN
$2.39T
$97.8M 4.62%
445,673
-86,596
AVGO icon
6
Broadcom
AVGO
$1.67T
$86.1M 4.07%
312,206
-41,485
META icon
7
Meta Platforms (Facebook)
META
$1.85T
$77.8M 3.68%
105,432
-19,293
NFLX icon
8
Netflix
NFLX
$464B
$54M 2.55%
40,323
-1,136
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.14T
$47.6M 2.25%
270,065
-23,891
PDD icon
10
Pinduoduo
PDD
$190B
$42.3M 2%
404,729
+42,386
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.15T
$39.5M 1.87%
222,964
-52,231
COST icon
12
Costco
COST
$413B
$35M 1.66%
35,422
-4,003
TXN icon
13
Texas Instruments
TXN
$154B
$33.4M 1.58%
170,994
-7,200
TSM icon
14
TSMC
TSM
$1.53T
$33.4M 1.58%
161,703
-9,559
PLTR icon
15
Palantir
PLTR
$438B
$28.7M 1.35%
210,396
-24,970
VRTX icon
16
Vertex Pharmaceuticals
VRTX
$108B
$22.1M 1.04%
49,515
+14,580
AMD icon
17
Advanced Micro Devices
AMD
$410B
$21.6M 1.02%
152,516
+24,027
QCOM icon
18
Qualcomm
QCOM
$182B
$19.8M 0.93%
124,303
-17,285
CSCO icon
19
Cisco
CSCO
$279B
$16.8M 0.79%
241,787
-28,703
TMUS icon
20
T-Mobile US
TMUS
$244B
$15.4M 0.73%
64,526
-9,754
MU icon
21
Micron Technology
MU
$246B
$15.3M 0.72%
124,058
-38,939
GE icon
22
GE Aerospace
GE
$321B
$15.1M 0.71%
58,611
+5,623
USO icon
23
United States Oil Fund
USO
$909M
$15M 0.71%
201,981
+59,411
V icon
24
Visa
V
$674B
$14.8M 0.7%
43,165
+3,202
INTU icon
25
Intuit
INTU
$190B
$14.7M 0.69%
18,606
+55
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