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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
NEE icon
476
NextEra Energy
NEE
$177B
$4K ﹤0.01%
45
+28
PLMR icon
477
Palomar
PLMR
$3.05B
$4K ﹤0.01%
32
UNH icon
478
UnitedHealth
UNH
$368B
$4K ﹤0.01%
13
-630
ALGN icon
479
Align Technology
ALGN
$12.6B
$3K ﹤0.01%
17
BG icon
480
Bunge Global
BG
$24.3B
$3K ﹤0.01%
+20
BOTZ icon
481
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.49B
$3K ﹤0.01%
98
CXT icon
482
Crane NXT
CXT
$2.36B
$3K ﹤0.01%
15
-1,996
DUK icon
483
Duke Energy
DUK
$96.8B
$3K ﹤0.01%
23
EBAY icon
484
eBay
EBAY
$48.7B
$3K ﹤0.01%
28
-671
FFIV icon
485
F5
FFIV
$22.2B
$3K ﹤0.01%
+9
JBHT icon
486
JB Hunt Transport Services
JBHT
$27.3B
$3K ﹤0.01%
13
STE icon
487
Steris
STE
$20.2B
$3K ﹤0.01%
15
-31
STLD icon
488
Steel Dynamics
STLD
$40.3B
$3K ﹤0.01%
18
-7
VXX icon
489
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$183M
$3K ﹤0.01%
75
-14,482
MGA icon
490
Magna International
MGA
$17.9B
$3K ﹤0.01%
+64
AER icon
491
AerCap
AER
$21.7B
$2K ﹤0.01%
18
ATO icon
492
Atmos Energy
ATO
$28.1B
$2K ﹤0.01%
12
-257
BALL icon
493
Ball Corp
BALL
$15B
$2K ﹤0.01%
+40
CRH icon
494
CRH
CRH
$70B
$2K ﹤0.01%
20
-99
HPE icon
495
Hewlett Packard
HPE
$62B
$2K ﹤0.01%
+104
HPQ icon
496
HP
HPQ
$22.6B
$2K ﹤0.01%
79
MDT icon
497
Medtronic
MDT
$103B
$2K ﹤0.01%
22
NUE icon
498
Nucor
NUE
$59.4B
$2K ﹤0.01%
+14
RIVN icon
499
Rivian
RIVN
$20.9B
$2K ﹤0.01%
+157
SJM icon
500
J.M. Smucker
SJM
$12.5B
$2K ﹤0.01%
+23
18 19
20
21 22