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 | |
|---|---|---|---|---|---|---|
151
McKesson
MCK
$116B
| $2.02M | 0.08% |
2,461
+235
|
|
||
152
Charter Communications
CHTR
$27.2B
| $2.02M | 0.08% |
9,662
+1,279
|
|
||
|
ZEPP
153
Zepp Health
ZEPP
$296M
| $1.97M | 0.07% |
44,800
+2,800
|
|
||
154
DexCom
DXCM
$25.1B
| $1.93M | 0.07% |
29,120
+5,052
|
|
||
155
Celestica
CLS
$30.5B
| $1.85M | 0.07% |
6,267
+922
|
|
||
156
Sterling Infrastructure
STRL
$12.4B
| $1.82M | 0.07% |
5,941
+356
|
|
||
157
Victoria's Secret
VSCO
$3.61B
| $1.75M | 0.07% |
42,255
|
|
||
158
Kanzhun
BZ
$6.57B
| $1.73M | 0.06% |
84,669
-448
|
|
||
159
Flex
FLEX
$23.3B
| $1.72M | 0.06% |
28,396
+5,489
|
|
||
160
Nu Holdings
NU
$67.8B
| $1.71M | 0.06% |
102,224
+17,438
|
|
||
161
Fox Class B
FOX
$22.3B
| $1.64M | 0.06% |
25,319
-46
|
|
||
162
KE Holdings
BEKE
$18.7B
| $1.57M | 0.06% |
100,000
|
|
||
163
WEC Energy
WEC
$37.5B
| $1.57M | 0.06% |
14,294
+4,103
|
|
||
164
SoFi Technologies
SOFI
$22.6B
| $1.56M | 0.06% |
59,687
-4,838
|
|
||
165
Snowflake
SNOW
$60.7B
| $1.56M | 0.06% |
7,122
-1,552
|
|
||
166
Tower Semiconductor
TSEM
$13.3B
| $1.54M | 0.06% |
18,866
+9,563
|
|
||
167
RTX Corp
RTX
$273B
| $1.52M | 0.06% |
8,263
+3,538
|
|
||
168
Lumentum
LITE
$44B
| $1.48M | 0.06% |
4,018
+2,013
|
|
||
169
UGI
UGI
$7.91B
| $1.48M | 0.06% |
45,886
|
|
||
170
American Express
AXP
$207B
| $1.44M | 0.05% |
3,882
+2,631
|
|
||
171
Comfort Systems
FIX
$48.3B
| $1.42M | 0.05% |
1,526
+594
|
|
||
172
Newmont
NEM
$125B
| $1.41M | 0.05% |
14,114
+5,057
|
|
||
173
HCA Healthcare
HCA
$119B
| $1.4M | 0.05% |
2,990
+1,435
|
|
||
174
TJX Companies
TJX
$173B
| $1.36M | 0.05% |
8,857
+2,432
|
|
||
175
Spotify
SPOT
$105B
| $1.35M | 0.05% |
2,324
-725
|
|