HFM
Harvest Fund Management Portfolio holdings
AUM
$2.66B
1-Year Est. Return
41.32%
This Fund
S&P 500
1 Year Est. Return
+41.32%
AUM
$2.36B
AUM Growth
+$244M
(+12%)
Holding
723
Top Buys
| 1 | +$11.7M | |
| 2 | +$8.23M | |
| 3 | +$8.2M | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$7.96M |
| 5 |
DQ
Daqo New Energy
DQ
|
+$5.91M |
Top Sells
| 1 | +$9.41M | |
| 2 | +$6.36M | |
| 3 | +$4.3M | |
| 4 |
VeriSign
VRSN
|
+$3.95M |
| 5 |
Verisk Analytics
VRSK
|
+$3.69M |
Sector Composition
| 1 | Technology | 48.27% |
| 2 | Consumer Discretionary | 16.33% |
| 3 | Communication Services | 14.44% |
| 4 | Healthcare | 4.28% |
| 5 | Consumer Staples | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palo Alto Networks
PANW
$148B
| $9.07M | 0.38% |
44,540
+2,012
|
|
||
|
52
abrdn Physical Gold Shares ETF
SGOL
$7.98B
| $8.88M | 0.38% |
+241,217
|
|
||
53
iShares Gold Trust
IAU
$74.9B
| $8.75M | 0.37% |
120,297
-47,546
|
|
||
54
DoorDash
DASH
$77.2B
| $8.62M | 0.37% |
31,703
+2,144
|
|
||
55
Xcel Energy
XEL
$49.6B
| $8.27M | 0.35% |
114,086
+3,551
|
|
||
56
Monolithic Power Systems
MPWR
$77.1B
| $8.22M | 0.35% |
8,946
+1,008
|
|
||
57
Honeywell
HON
$134B
| $8.2M | 0.35% |
41,343
+2,141
|
|
||
58
Analog Devices
ADI
$190B
| $7.67M | 0.32% |
31,249
+1,417
|
|
||
59
Automatic Data Processing
ADP
$80B
| $7.67M | 0.32% |
26,132
-80
|
|
||
60
GE Vernova
GEV
$299B
| $7.53M | 0.32% |
12,252
+4,949
|
|
||
61
United States Brent Oil Fund
BNO
$831M
| $7.46M | 0.32% |
248,287
-62,386
|
|
||
62
Zscaler
ZS
$21.7B
| $7.41M | 0.31% |
32,273
+1,160
|
|
||
63
Constellation Energy
CEG
$113B
| $7.34M | 0.31% |
22,295
+2,587
|
|
||
64
Amphenol
APH
$182B
| $7.29M | 0.31% |
58,907
+9,735
|
|
||
65
Mercado Libre
MELI
$94.3B
| $7.27M | 0.31% |
3,111
+232
|
|
||
66
Comcast
CMCSA
$99.2B
| $7.1M | 0.3% |
226,025
+14,574
|
|
||
|
DQ
67
Daqo New Energy
DQ
$1.52B
| $7.1M | 0.3% |
+252,250
|
|
||
68
Vertiv
VRT
$122B
| $6.83M | 0.29% |
56,464
-2,613
|
|
||
69
New Oriental
EDU
$8.3B
| $6.81M | 0.29% |
128,408
-4,796
|
|
||
70
Trip.com Group
TCOM
$34.1B
| $6.77M | 0.29% |
90,000
-10,000
|
|
||
71
Cadence Design Systems
CDNS
$92.7B
| $6.61M | 0.28% |
18,812
+3,310
|
|
||
72
Workday
WDAY
$30.5B
| $6.44M | 0.27% |
39,702
+1,054
|
|
||
73
Vistra
VST
$55.8B
| $6.4M | 0.27% |
44,015
-434
|
|
||
74
Trade Desk
TTD
$11B
| $6.17M | 0.26% |
68,669
+1,797
|
|
||
75
Warner Bros
WBD
$67.7B
| $6.15M | 0.26% |
451,387
+11,477
|
|