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 | |
|---|---|---|---|---|---|---|
51
CrowdStrike
CRWD
$112B
| $10.7M | 0.4% |
22,855
+3,666
|
|
||
52
Analog Devices
ADI
$150B
| $10.2M | 0.38% |
37,587
+6,338
|
|
||
53
abrdn Physical Gold Shares ETF
SGOL
$8.83B
| $10.2M | 0.38% |
247,904
+6,687
|
|
||
54
Zscaler
ZS
$24.4B
| $10.1M | 0.38% |
44,183
+11,910
|
|
||
55
Palo Alto Networks
PANW
$137B
| $10.1M | 0.38% |
54,760
+10,220
|
|
||
56
iShares Gold Trust
IAU
$81.4B
| $10M | 0.38% |
123,632
+3,335
|
|
||
57
Workday
WDAY
$35.3B
| $9.85M | 0.37% |
55,605
+15,903
|
|
||
58
United States Brent Oil Fund
BNO
$331M
| $9.55M | 0.36% |
337,192
+88,905
|
|
||
59
Constellation Energy
CEG
$109B
| $9.54M | 0.36% |
26,998
+4,703
|
|
||
60
Honeywell
HON
$148B
| $9.31M | 0.35% |
47,726
+8,760
|
|
||
61
Futu Holdings
FUTU
$19.9B
| $9.17M | 0.34% |
55,843
-1,062
|
|
||
62
Amphenol
APH
$162B
| $8.8M | 0.33% |
65,089
+6,182
|
|
||
63
Mastercard
MA
$444B
| $8.73M | 0.33% |
15,291
-726
|
|
||
64
Salesforce
CRM
$184B
| $8.5M | 0.32% |
32,097
+17,861
|
|
||
65
AbbVie
ABBV
$398B
| $8.49M | 0.32% |
37,157
-2,196
|
|
||
66
Comcast
CMCSA
$109B
| $8.12M | 0.31% |
271,674
+45,649
|
|
||
67
Seagate
STX
$83.8B
| $8.11M | 0.3% |
29,447
+21,687
|
|
||
68
DoorDash
DASH
$70.3B
| $7.81M | 0.29% |
34,497
+2,794
|
|
||
69
Automatic Data Processing
ADP
$83.5B
| $7.77M | 0.29% |
30,199
+4,067
|
|
||
70
Mercado Libre
MELI
$85.2B
| $7.62M | 0.29% |
3,785
+674
|
|
||
71
Vistra
VST
$53.8B
| $7.54M | 0.28% |
51,043
+7,028
|
|
||
72
Vertiv
VRT
$102B
| $7.33M | 0.28% |
58,798
+2,334
|
|
||
73
Monster Beverage
MNST
$75.3B
| $7.19M | 0.27% |
93,808
+19,214
|
|
||
74
Starbucks
SBUX
$114B
| $7.16M | 0.27% |
85,038
+15,136
|
|
||
75
New Oriental
EDU
$8.51B
| $7.06M | 0.27% |
128,408
|
|