HPG
Harvest Portfolios Group Portfolio holdings
AUM
$4.3B
This Quarter Return
-4.21%
1 Year Return
+16.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3B
AUM Growth
+$3B
(-0.54%)
Cap. Flow
+$137M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
244
New
3
Increased
121
Reduced
104
Closed
12
Top Buys
| 1 |
NVIDIA
NVDA
|
$34M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$30.4M |
| 3 |
Eli Lilly
LLY
|
$28.2M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$25M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$19.3M |
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$23.5M |
| 2 |
Broadcom
AVGO
|
$16.9M |
| 3 |
Boston Scientific
BSX
|
$15.6M |
| 4 |
Bristol-Myers Squibb
BMY
|
$14.1M |
| 5 |
Stryker
SYK
|
$9.48M |
Sector Composition
| 1 | Healthcare | 37.54% |
| 2 | Technology | 21.66% |
| 3 | Financials | 5.81% |
| 4 | Communication Services | 3.89% |
| 5 | Consumer Discretionary | 3.87% |
