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
$2.36B
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 | |
|---|---|---|---|---|---|---|
176
ON Semiconductor
ON
$22.7B
| $1.24M | 0.05% |
25,100
+1,366
|
|
||
177
GlobalFoundries
GFS
$23.1B
| $1.22M | 0.05% |
34,061
+2,668
|
|
||
178
Elanco Animal Health
ELAN
$11.3B
| $1.2M | 0.05% |
59,317
+52,123
|
|
||
179
CVS Health
CVS
$96.8B
| $1.17M | 0.05% |
15,544
+1,925
|
|
||
180
WEC Energy
WEC
$37.5B
| $1.13M | 0.05% |
10,191
|
|
||
181
Citigroup
C
$185B
| $1.13M | 0.05% |
11,114
+9,756
|
|
||
182
XPeng
XPEV
$19.1B
| $1.1M | 0.05% |
88,500
|
|
||
183
Altria Group
MO
$113B
| $1.09M | 0.05% |
16,521
+1,840
|
|
||
184
National Fuel Gas
NFG
$8.91B
| $1.06M | 0.05% |
11,504
+3,852
|
|
||
185
UnitedHealth
UNH
$251B
| $1.06M | 0.05% |
3,064
+3,026
|
|
||
186
Ecolab
ECL
$77.8B
| $1.05M | 0.04% |
3,844
-1,811
|
|
||
187
Wabtec
WAB
$41B
| $1.04M | 0.04% |
5,513
-33
|
|
||
188
WIX.com
WIX
$5.07B
| $1.04M | 0.04% |
4,842
|
|
||
189
Rambus
RMBS
$9.68B
| $1.03M | 0.04% |
+9,888
|
|
||
190
NIO
NIO
$14B
| $999K | 0.04% |
131,300
+59,300
|
|
||
191
Charles Schwab
SCHW
$160B
| $992K | 0.04% |
10,394
+3,692
|
|
||
192
Cheniere Energy
LNG
$53.4B
| $986K | 0.04% |
4,196
-2,007
|
|
||
193
Credo Technology Group
CRDO
$20.6B
| $968K | 0.04% |
6,651
+4,834
|
|
||
194
Unum
UNM
$11.9B
| $963K | 0.04% |
13,185
-1,685
|
|
||
195
United Therapeutics
UTHR
$23.4B
| $949K | 0.04% |
2,693
|
|
||
196
ServiceNow
NOW
$118B
| $946K | 0.04% |
5,140
-3,910
|
|
||
197
TJX Companies
TJX
$173B
| $929K | 0.04% |
6,425
+2,864
|
|
||
198
Willis Towers Watson
WTW
$27.1B
| $928K | 0.04% |
2,915
|
|
||
199
Jabil
JBL
$26.6B
| $922K | 0.04% |
4,244
-2,903
|
|
||
200
Alnylam Pharmaceuticals
ALNY
$42.1B
| $920K | 0.04% |
2,021
+896
|
|