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 | |
|---|---|---|---|---|---|---|
126
MongoDB
MDB
$21B
| $3M | 0.11% |
7,136
+7,013
|
|
||
|
TIGR
127
UP Fintech Holding
TIGR
$1.31B
| $2.87M | 0.11% |
300,000
|
|
||
128
GE HealthCare
GEHC
$32.1B
| $2.86M | 0.11% |
34,859
+5,990
|
|
||
129
Keurig Dr Pepper
KDP
$36.6B
| $2.84M | 0.11% |
101,437
+18,065
|
|
||
130
Copart
CPRT
$32.7B
| $2.83M | 0.11% |
72,276
+12,932
|
|
||
131
Goldman Sachs
GS
$234B
| $2.69M | 0.1% |
3,061
+532
|
|
||
132
Vipshop
VIPS
$7.52B
| $2.69M | 0.1% |
182,859
-6,164
|
|
||
133
Virtu Financial
VIRT
$3.44B
| $2.68M | 0.1% |
75,819
-4,226
|
|
||
134
Microchip Technology
MCHP
$33.9B
| $2.57M | 0.1% |
40,358
+7,230
|
|
||
135
NRG Energy
NRG
$32.3B
| $2.53M | 0.1% |
15,893
+7,407
|
|
||
136
Tencent Music
TME
$21.1B
| $2.48M | 0.09% |
141,318
+6,950
|
|
||
137
Citigroup
C
$185B
| $2.46M | 0.09% |
21,061
+9,947
|
|
||
138
Old Dominion Freight Line
ODFL
$36.7B
| $2.45M | 0.09% |
15,612
+2,713
|
|
||
139
Trane Technologies
TT
$93.4B
| $2.44M | 0.09% |
6,452
+1,015
|
|
||
140
Twilio
TWLO
$19B
| $2.43M | 0.09% |
21,513
+3,090
|
|
||
141
Williams Companies
WMB
$89.8B
| $2.43M | 0.09% |
41,957
|
|
||
142
Arista Networks
ANET
$168B
| $2.35M | 0.09% |
17,939
-8,344
|
|
||
143
Waste Management
WM
$96.2B
| $2.32M | 0.09% |
10,470
|
|
||
144
Caterpillar
CAT
$326B
| $2.22M | 0.08% |
3,869
+3,867
|
|
||
145
Howmet Aerospace
HWM
$97.8B
| $2.21M | 0.08% |
10,771
+2,921
|
|
||
146
Kraft Heinz
KHC
$26.4B
| $2.14M | 0.08% |
88,376
+15,734
|
|
||
147
CoStar Group
CSGP
$18.2B
| $2.13M | 0.08% |
31,644
+5,643
|
|
||
148
Williams-Sonoma
WSM
$21.4B
| $2.11M | 0.08% |
11,481
|
|
||
149
Atlassian
TEAM
$19.3B
| $2.09M | 0.08% |
12,868
+2,662
|
|
||
150
Capital One
COF
$110B
| $2.04M | 0.08% |
8,425
+695
|
|