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
$2.66B
AUM Growth
+$299M
(+13%)
Holding
698
Top Buys
| 1 | +$16.8M | |
| 2 | +$13M | |
| 3 | +$10M | |
| 4 |
Eli Lilly
LLY
|
+$9.69M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.78M |
Top Sells
| 1 | +$21.7M | |
| 2 | +$10.3M | |
| 3 | +$7.1M | |
| 4 |
iQIYI
IQ
|
+$4.48M |
| 5 |
Oracle
ORCL
|
+$2.9M |
Sector Composition
| 1 | Technology | 48.48% |
| 2 | Consumer Discretionary | 15.25% |
| 3 | Communication Services | 14.47% |
| 4 | Healthcare | 5.38% |
| 5 | Industrials | 4.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intuitive Surgical
ISRG
$170B
| $17.1M | 0.64% |
30,264
+8,173
|
|
||
27
KLA
KLAC
$185B
| $17.1M | 0.64% |
14,079
+2,056
|
|
||
28
United States Oil Fund
USO
$1.85B
| $17M | 0.64% |
239,149
+60,569
|
|
||
29
Applied Materials
AMAT
$268B
| $17M | 0.64% |
66,125
+12,918
|
|
||
30
T-Mobile US
TMUS
$236B
| $16.9M | 0.64% |
83,515
+14,376
|
|
||
31
Intuit
INTU
$120B
| $16.5M | 0.62% |
24,982
+6,767
|
|
||
32
GE Aerospace
GE
$322B
| $16.3M | 0.61% |
52,795
-1,139
|
|
||
33
Marvell Technology
MRVL
$76.6B
| $15.9M | 0.6% |
187,705
+60,654
|
|
||
34
Amgen
AMGN
$198B
| $15.8M | 0.6% |
48,412
+10,678
|
|
||
35
ASML
ASML
$521B
| $15.5M | 0.58% |
14,541
+4,851
|
|
||
36
Shopify
SHOP
$165B
| $15.3M | 0.57% |
94,874
-63,962
|
|
||
37
PepsiCo
PEP
$217B
| $14.9M | 0.56% |
104,035
+19,449
|
|
||
38
Linde
LIN
$227B
| $14.9M | 0.56% |
34,892
+6,054
|
|
||
39
Booking.com
BKNG
$134B
| $14.6M | 0.55% |
2,718
+317
|
|
||
40
Western Digital
WDC
$88.5B
| $13.8M | 0.52% |
86,264
+66,044
|
|
||
41
Gilead Sciences
GILD
$180B
| $13.1M | 0.49% |
106,526
+13,385
|
|
||
42
Visa
V
$589B
| $12.5M | 0.47% |
36,817
-1,325
|
|
||
43
Alibaba
BABA
$320B
| $12.4M | 0.47% |
84,808
+2,910
|
|
||
44
Monolithic Power Systems
MPWR
$50.8B
| $12.3M | 0.46% |
13,546
+4,600
|
|
||
45
Xcel Energy
XEL
$50.4B
| $11.5M | 0.43% |
158,332
+44,246
|
|
||
46
Full Truck Alliance
YMM
$9.39B
| $11.5M | 0.43% |
986,505
+187,102
|
|
||
47
Warner Bros
WBD
$68.1B
| $11.5M | 0.43% |
636,402
+185,015
|
|
||
48
Adobe
ADBE
$110B
| $11.4M | 0.43% |
32,551
+6,516
|
|
||
49
TAL Education Group
TAL
$6.59B
| $11.3M | 0.42% |
1,037,058
-87,178
|
|
||
50
SPDR Gold Trust
GLD
$176B
| $11.2M | 0.42% |
28,261
+722
|
|