We are live on ! Find out more
HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$25.6M
3
+$9.22M
4
YUMC icon
Yum China
YUMC
+$7.49M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.4M

Top Sells

1
+$69.7M
2
+$40.5M
3
+$16.2M
4
TXN icon
Texas Instruments
TXN
+$15.4M
5
WBD icon
Warner Bros
WBD
+$12.7M

Sector Composition

1 Technology 48.37%
2 Communication Services 13.81%
3 Consumer Discretionary 12.39%
4 Consumer Staples 6.32%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
276
Simon Property Group
SPG
$69.7B
$215K 0.01%
1,151
-295
ROKU icon
277
Roku
ROKU
$17.7B
$214K 0.01%
2,262
+953
IDCC icon
278
InterDigital
IDCC
$7.15B
$212K 0.01%
701
-1,445
NI icon
279
NiSource
NI
$22.4B
$208K 0.01%
4,453
RF icon
280
Regions Financial
RF
$24.7B
$195K 0.01%
7,472
SN icon
281
SharkNinja
SN
$19.2B
$195K 0.01%
1,843
-651
SLB icon
282
SLB Ltd
SLB
$83.7B
$189K 0.01%
+3,677
NVDL icon
283
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.16B
$188K 0.01%
2,594
-38,558
PH icon
284
Parker-Hannifin
PH
$114B
$188K 0.01%
210
UTHR icon
285
United Therapeutics
UTHR
$23.2B
$186K 0.01%
314
-2,379
SGHC icon
286
SGHC Ltd
SGHC
$7.02B
$182K 0.01%
16,837
-44,182
PEN icon
287
Penumbra
PEN
$12.5B
$175K 0.01%
533
TK icon
288
Teekay
TK
$1.03B
$175K 0.01%
14,364
+678
SNDK
289
Sandisk
SNDK
$279B
$175K 0.01%
+276
VTR icon
290
Ventas
VTR
$40.8B
$174K 0.01%
2,127
-12,208
CHEF icon
291
Chefs' Warehouse
CHEF
$3.66B
$168K 0.01%
2,833
-41
TPC
292
Tutor Perini Cor
TPC
$3.87B
$163K 0.01%
2,114
-4,867
OHI icon
293
Omega Healthcare
OHI
$13.5B
$162K 0.01%
3,696
+1,072
CVS icon
294
CVS Health
CVS
$128B
$157K 0.01%
2,180
-13,152
AHR icon
295
American Healthcare REIT
AHR
$9.62B
$155K 0.01%
3,279
-1,249
WTS icon
296
Watts Water Technologies
WTS
$10.7B
$150K 0.01%
516
-516
TEX icon
297
Terex
TEX
$7.17B
$148K 0.01%
+2,509
EGP icon
298
EastGroup Properties
EGP
$10.9B
$144K 0.01%
776
-457
DD icon
299
DuPont de Nemours
DD
$19B
$143K 0.01%
3,133
+2,809
ASTS icon
300
AST SpaceMobile
ASTS
$29.1B
$131K 0.01%
1,577
-6,568
10 11
12
13 14