HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.51M
3
+$4.45M
4
PDD icon
Pinduoduo
PDD
+$4.43M
5
USO icon
United States Oil Fund
USO
+$4.4M

Top Sells

1
+$31.1M
2
+$19M
3
+$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
26
Intuitive Surgical
ISRG
$194B
$13.3M 0.63%
24,502
-4,179
BKNG icon
27
Booking.com
BKNG
$167B
$13M 0.61%
2,249
-214
APP icon
28
Applovin
APP
$210B
$12.6M 0.59%
35,956
-703
LIN icon
29
Linde
LIN
$209B
$12.6M 0.59%
26,785
-3,125
SNPS icon
30
Synopsys
SNPS
$86.2B
$12.2M 0.58%
23,810
-2,068
LRCX icon
31
Lam Research
LRCX
$191B
$12M 0.57%
123,398
-40,386
AMGN icon
32
Amgen
AMGN
$157B
$11.7M 0.55%
41,968
-12,448
TAL icon
33
TAL Education Group
TAL
$7.67B
$11.6M 0.55%
1,136,196
-25,106
GLD icon
34
SPDR Gold Trust
GLD
$131B
$11M 0.52%
36,176
+14,587
KLAC icon
35
KLA
KLAC
$156B
$10.5M 0.5%
11,728
-1,928
IAU icon
36
iShares Gold Trust
IAU
$62.4B
$10.5M 0.49%
167,843
+67,485
PEP icon
37
PepsiCo
PEP
$207B
$10.3M 0.49%
77,989
-12,989
AMAT icon
38
Applied Materials
AMAT
$182B
$10M 0.47%
54,773
-14,828
MA icon
39
Mastercard
MA
$519B
$9.7M 0.46%
17,277
-3,390
YMM icon
40
Full Truck Alliance
YMM
$13.6B
$9.61M 0.45%
825,281
+197,323
GILD icon
41
Gilead Sciences
GILD
$150B
$9.6M 0.45%
86,595
-10,659
BABA icon
42
Alibaba
BABA
$405B
$9.4M 0.44%
82,900
+10,843
ADBE icon
43
Adobe
ADBE
$148B
$9.36M 0.44%
24,200
-3,272
LLY icon
44
Eli Lilly
LLY
$740B
$9.35M 0.44%
12,002
-8,686
VRSK icon
45
Verisk Analytics
VRSK
$32.8B
$9.22M 0.44%
31,126
+11,424
CRWD icon
46
CrowdStrike
CRWD
$132B
$9.19M 0.43%
18,050
+3,056
BNO icon
47
United States Brent Oil Fund
BNO
$103M
$9.07M 0.43%
310,673
+150,252
ASML icon
48
ASML
ASML
$401B
$8.86M 0.42%
11,063
-6,088
PANW icon
49
Palo Alto Networks
PANW
$147B
$8.7M 0.41%
42,528
-5,037
HON icon
50
Honeywell
HON
$137B
$8.6M 0.41%
36,948
-4,566
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