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FH
Financial Harvest Portfolio holdings
AUM
$170M
1-Year Est. Return
20.71%
This Fund
S&P 500
1 Year Est. Return
+20.71%
AUM
$170M
AUM Growth
+$7.82M
(+4.8%)
Holding
63
Top Buys
| 1 | +$1.56M | |
| 2 | +$1.28M | |
| 3 | +$1.2M | |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$1.01M |
| 5 |
DXUV
Dimensional US Vector Equity ETF
DXUV
|
+$709K |
Top Sells
| 1 | +$295K | |
| 2 | +$293K | |
| 3 | +$278K | |
| 4 |
Home Depot
HD
|
+$270K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$251K |
Sector Composition
| 1 | Technology | 4.24% |
| 2 | Consumer Staples | 1.48% |
| 3 | Financials | 1.39% |
| 4 | Communication Services | 0.99% |
| 5 | Consumer Discretionary | 0.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$840B
| $228K | 0.13% |
775
-165
|
|
||
52
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
| $224K | 0.13% |
2,744
|
|
||
53
Procter & Gamble
PG
$347B
| $219K | 0.13% |
1,518
+24
|
|
||
54
Advanced Micro Devices
AMD
$796B
| $219K | 0.13% |
1,075
+17
|
|
||
55
Vanguard Total World Stock ETF
VT
$74.8B
| $209K | 0.12% |
1,510
|
|
||
56
Broadcom
AVGO
$1.83T
| $208K | 0.12% |
671
-16
|
|
||
57
Caterpillar
CAT
$413B
| $204K | 0.12% |
+288
|
|
||
58
Bank of America
BAC
$391B
| – | – |
-5,050
|
|
||
|
59
Home Depot
HD
$325B
| – | – |
-786
|
|
||
60
Invesco QQQ Trust
QQQ
$476B
| – | – |
-362
|
|
||
61
Southern Company
SO
$106B
| – | – |
-3,378
|
|
||
62
Visa
V
$607B
| – | – |
-835
|
|
||
63
Vanguard Growth ETF
VUG
$220B
| – | – |
-2,460
|
|