HPG

Harvest Portfolios Group Portfolio holdings

AUM $5.75B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.75B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$129M
2 +$54.5M
3 +$46.4M
4
SOFI icon
SoFi Technologies
SOFI
+$46.3M
5
HOOD icon
Robinhood
HOOD
+$44.7M

Top Sells

1 +$37.1M
2 +$30.5M
3 +$21.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$17.5M
5
MU icon
Micron Technology
MU
+$12.4M

Sector Composition

1 Technology 29.92%
2 Healthcare 25.81%
3 Financials 8.55%
4 Communication Services 8.21%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTBT icon
251
Bit Digital
BTBT
$547M
$95.3K ﹤0.01%
50,443
-18,826
HIVE
252
HIVE Digital Technologies
HIVE
$565M
$92.6K ﹤0.01%
35,893
-5,399
DEFT
253
Defi Technologies
DEFT
$251M
$50.7K ﹤0.01%
66,303
-9,972
ALTS
254
ALT5 Sigma
ALTS
$178M
$15.7K ﹤0.01%
14,230
-19,304
EVRG icon
255
Evergy
EVRG
$19.1B
-125,569
CD
256
Chaince Digital Holdings
CD
$333M
-11,103
PSFE icon
257
Paysafe
PSFE
$353M
-11,171
SNPS icon
258
Synopsys
SNPS
$79.9B
-43,306
FUFU icon
259
BitFuFu
FUFU
$413M
-111,987