HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.85%
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
DD icon
476
DuPont de Nemours
DD
$18.5B
$22K ﹤0.01%
774
-10,834
ESLT icon
477
Elbit Systems
ESLT
$32.9B
$22K ﹤0.01%
+49
FSS icon
478
Federal Signal
FSS
$6.94B
$22K ﹤0.01%
209
PH icon
479
Parker-Hannifin
PH
$118B
$22K ﹤0.01%
32
AIG icon
480
American International
AIG
$39.8B
$21K ﹤0.01%
+248
AU icon
481
AngloGold Ashanti
AU
$54.6B
$21K ﹤0.01%
468
DG icon
482
Dollar General
DG
$33.1B
$21K ﹤0.01%
181
+125
NCLH icon
483
Norwegian Cruise Line
NCLH
$9.46B
$20K ﹤0.01%
982
-3,745
ETN icon
484
Eaton
ETN
$129B
$19K ﹤0.01%
52
-1,345
GD icon
485
General Dynamics
GD
$98.2B
$19K ﹤0.01%
66
-222
HLI icon
486
Houlihan Lokey
HLI
$12.8B
$19K ﹤0.01%
105
-416
MASI icon
487
Masimo
MASI
$7.53B
$19K ﹤0.01%
115
-3,814
OC icon
488
Owens Corning
OC
$10.1B
$19K ﹤0.01%
138
BFAM icon
489
Bright Horizons
BFAM
$5.23B
$19K ﹤0.01%
154
-579
MET icon
490
MetLife
MET
$50.8B
$18K ﹤0.01%
223
-879
SPXC icon
491
SPX Corp
SPXC
$10.7B
$18K ﹤0.01%
106
-482
SSB icon
492
SouthState Bank Corp
SSB
$9.95B
$18K ﹤0.01%
192
-790
UNH icon
493
UnitedHealth
UNH
$319B
$17K ﹤0.01%
38
-198
TPL icon
494
Texas Pacific Land
TPL
$23.6B
$17K ﹤0.01%
48
-1,530
SGI
495
Somnigroup International
SGI
$19.5B
$17K ﹤0.01%
250
-2,167
ITRI icon
496
Itron
ITRI
$4.41B
$16K ﹤0.01%
125
LYFT icon
497
Lyft
LYFT
$7.18B
$16K ﹤0.01%
+1,024
BLDR icon
498
Builders FirstSource
BLDR
$13.2B
$16K ﹤0.01%
133
-52
OKTA icon
499
Okta
OKTA
$16.2B
$16K ﹤0.01%
158
-10,453
SEM icon
500
Select Medical
SEM
$1.88B
$16K ﹤0.01%
1,047
18 19
20
21 22