HFM
Harvest Fund Management Portfolio holdings
AUM
$2.66B
1-Year Est. Return
41.3%
This Fund
S&P 500
1 Year Est. Return
+41.3%
AUM
$2.36B
AUM Growth
+$244M
(+12%)
Holding
723
Top Buys
| 1 | +$11.7M | |
| 2 | +$8.23M | |
| 3 | +$8.2M | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$7.96M |
| 5 |
DQ
Daqo New Energy
DQ
|
+$5.91M |
Top Sells
| 1 | +$9.41M | |
| 2 | +$6.36M | |
| 3 | +$4.3M | |
| 4 |
VeriSign
VRSN
|
+$3.95M |
| 5 |
Verisk Analytics
VRSK
|
+$3.69M |
Sector Composition
| 1 | Technology | 48.27% |
| 2 | Consumer Discretionary | 16.33% |
| 3 | Communication Services | 14.44% |
| 4 | Healthcare | 4.28% |
| 5 | Consumer Staples | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
American Express
AXP
$207B
| $415K | 0.02% |
1,251
-104
|
|
||
277
Ralph Lauren
RL
$20.3B
| $415K | 0.02% |
1,323
-242
|
|
||
278
Rollins
ROL
$26.7B
| $410K | 0.02% |
6,979
|
|
||
279
Insmed
INSM
$30.1B
| $408K | 0.02% |
+2,837
|
|
||
280
Cardinal Health
CAH
$51.6B
| $405K | 0.02% |
2,582
-10,941
|
|
||
|
VNET
281
VNET Group
VNET
$2.84B
| $403K | 0.02% |
39,043
-39,043
|
|
||
282
Tapestry
TPR
$28.9B
| $402K | 0.02% |
3,553
-2,750
|
|
||
283
West Pharmaceutical
WST
$16.6B
| $388K | 0.02% |
1,303
|
|
||
284
TopBuild
BLD
$10.3B
| $386K | 0.02% |
988
+781
|
|
||
285
Popular Inc
BPOP
$8.52B
| $381K | 0.02% |
3,002
+2,358
|
|
||
286
Valero Energy
VLO
$70.5B
| $377K | 0.02% |
2,212
+2,013
|
|
||
287
iShares Global REIT ETF
REET
$4.59B
| $373K | 0.02% |
14,597
+3,197
|
|
||
288
Crane NXT
CXT
$2.46B
| $372K | 0.02% |
2,023
+22
|
|
||
289
Interactive Brokers
IBKR
$29.8B
| $366K | 0.02% |
5,324
+5,232
|
|
||
290
Crown Holdings
CCK
$11.8B
| $365K | 0.02% |
3,784
-1,547
|
|
||
291
Prologis
PLD
$123B
| $365K | 0.02% |
3,189
+748
|
|
||
292
Halozyme
HALO
$7.5B
| $359K | 0.02% |
4,894
+4,889
|
|
||
293
Yum! Brands
YUM
$43.8B
| $355K | 0.02% |
2,259
-7
|
|
||
|
VMEO
294
DELISTED
Vimeo
VMEO
| $353K | 0.01% |
61,868
|
|
||
295
F5
FFIV
$16B
| $352K | 0.01% |
1,090
-1,325
|
|
||
296
MasTec
MTZ
$23.4B
| $336K | 0.01% |
1,579
-855
|
|
||
297
Autohome
ATHM
$2.22B
| $332K | 0.01% |
11,649
-1,759
|
|
||
298
Philip Morris
PM
$268B
| $330K | 0.01% |
2,032
-7,059
|
|
||
299
Natera
NTRA
$27B
| $327K | 0.01% |
+2,035
|
|
||
300
AXIS Capital
AXS
$7.44B
| $326K | 0.01% |
3,398
-7,023
|
|