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HVM
Harvest Volatility Management Portfolio holdings
AUM
$4.39M
1-Year Est. Return
13.08%
This Fund
S&P 500
This Quarter
Est. Return
+5.23%
1 Year Est. Return
+13.08%
3 Year Est. Return
+24.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.39M
AUM Growth
+$217K
(+5.2%)
Cap. Flow
$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard High Dividend Yield ETF
VYM
$80.4B
| $1.12M | 25.51% |
8,738
| – | – |
|
2
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
| $729K | 16.61% |
9,183
| – | – |
|
3
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.34B
| $676K | 15.39% |
6,912
| – | – |
|
4
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $642K | 14.63% |
19,330
| – | – |
|
5
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.13B
| $631K | 14.36% |
15,234
| – | – |
|
6
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.2B
| $592K | 13.49% |
8,923
| – | – |
|
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