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
USO icon
26
United States Oil Fund
USO
$1.91B
$20.5M 0.87%
161,313
-77,836
ASML icon
27
ASML
ASML
$717B
$20M 0.85%
15,151
+610
WDC icon
28
Western Digital
WDC
$177B
$17.7M 0.75%
65,586
-20,678
AMGN icon
29
Amgen
AMGN
$192B
$17.7M 0.75%
50,413
+2,001
BNO icon
30
United States Brent Oil Fund
BNO
$771M
$17.5M 0.75%
337,192
TMUS icon
31
T-Mobile US
TMUS
$203B
$17.1M 0.73%
81,389
-2,126
LIN icon
32
Linde
LIN
$238B
$17M 0.72%
34,255
-637
PEP icon
33
PepsiCo
PEP
$198B
$16.5M 0.7%
106,560
+2,525
LLY icon
34
Eli Lilly
LLY
$1.04T
$15.2M 0.64%
16,480
-1,186
MPWR icon
35
Monolithic Power Systems
MPWR
$76.7B
$15M 0.64%
13,685
+139
GILD icon
36
Gilead Sciences
GILD
$157B
$14.6M 0.62%
104,748
-1,778
GLD icon
37
SPDR Gold Trust
GLD
$137B
$14.4M 0.61%
33,582
+5,321
ISRG icon
38
Intuitive Surgical
ISRG
$147B
$13.3M 0.57%
28,951
-1,313
SGOL icon
39
abrdn Physical Gold Shares ETF
SGOL
$7.09B
$13.3M 0.57%
299,180
+51,276
IAU icon
40
iShares Gold Trust
IAU
$64.5B
$13.2M 0.56%
149,269
+25,637
ADI icon
41
Analog Devices
ADI
$199B
$12.5M 0.53%
39,375
+1,788
STX icon
42
Seagate
STX
$192B
$12.4M 0.53%
31,627
+2,180
APP icon
43
Applovin
APP
$165B
$12.2M 0.52%
30,666
-10,910
SNPS icon
44
Synopsys
SNPS
$86.8B
$11.3M 0.48%
28,532
-11,630
HON icon
45
Honeywell
HON
$137B
$11M 0.47%
48,608
+882
TAL icon
46
TAL Education Group
TAL
$5.67B
$11M 0.47%
965,568
-71,490
SHOP icon
47
Shopify
SHOP
$141B
$10.7M 0.46%
90,557
-4,317
BKNG icon
48
Booking.com
BKNG
$126B
$10.6M 0.45%
62,975
-4,975
GEV icon
49
GE Vernova
GEV
$244B
$10.5M 0.44%
11,980
+2,549
BABA icon
50
Alibaba
BABA
$268B
$10.3M 0.44%
82,260
-2,548
1
2
3 4 5