HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.27M
3
+$8.88M
4
AVGO icon
Broadcom
AVGO
+$8.81M
5
DQ
Daqo New Energy
DQ
+$7.1M

Top Sells

1
+$9.13M
2
+$6.24M
3
+$4.51M
4
VRSN icon
VeriSign
VRSN
+$3.79M
5
VRSK icon
Verisk Analytics
VRSK
+$3.54M

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
GH icon
376
Guardant Health
GH
$12.7B
$117K 0.01%
+1,864
EPRT icon
377
Essential Properties Realty Trust
EPRT
$6.06B
$115K ﹤0.01%
3,861
+840
IONS icon
378
Ionis Pharmaceuticals
IONS
$12.5B
$114K ﹤0.01%
1,746
-83
EXEL icon
379
Exelixis
EXEL
$11.3B
$113K ﹤0.01%
2,728
-18,763
AVB icon
380
AvalonBay Communities
AVB
$25.7B
$111K ﹤0.01%
+574
DTM icon
381
DT Midstream
DTM
$12.1B
$108K ﹤0.01%
952
-1,276
LEGN icon
382
Legend Biotech
LEGN
$3.96B
$104K ﹤0.01%
+3,200
SUI icon
383
Sun Communities
SUI
$15.3B
$104K ﹤0.01%
808
-971
CRS icon
384
Carpenter Technology
CRS
$15.8B
$102K ﹤0.01%
417
-3,059
PSTG icon
385
Pure Storage
PSTG
$21.9B
$102K ﹤0.01%
+1,212
BBSI icon
386
Barrett Business Services
BBSI
$945M
$101K ﹤0.01%
2,277
SGI
387
Somnigroup International
SGI
$18.7B
$101K ﹤0.01%
1,203
+953
MMM icon
388
3M
MMM
$86.1B
$100K ﹤0.01%
+643
BWXT icon
389
BWX Technologies
BWXT
$15.4B
$99K ﹤0.01%
539
REG icon
390
Regency Centers
REG
$12.4B
$99K ﹤0.01%
1,357
-1,743
CELH icon
391
Celsius Holdings
CELH
$10.5B
$97K ﹤0.01%
1,682
+963
CI icon
392
Cigna
CI
$73.1B
$95K ﹤0.01%
331
-1,129
RKLB icon
393
Rocket Lab Corp
RKLB
$28.8B
$92K ﹤0.01%
1,914
+1,490
TPC
394
Tutor Perini Cor
TPC
$3.48B
$92K ﹤0.01%
+1,400
DIS icon
395
Walt Disney
DIS
$198B
$91K ﹤0.01%
791
-671
VZ icon
396
Verizon
VZ
$172B
$88K ﹤0.01%
1,982
-1,538
TRMB icon
397
Trimble
TRMB
$18.8B
$87K ﹤0.01%
1,064
WYNN icon
398
Wynn Resorts
WYNN
$13B
$87K ﹤0.01%
+679
UDR icon
399
UDR
UDR
$12B
$85K ﹤0.01%
1,965
EGP icon
400
EastGroup Properties
EGP
$9.74B
$84K ﹤0.01%
494
-1,529
14 15
16
17 18