HVM

Harvest Volatility Management Portfolio holdings

AUM $4.39M
1-Year Est. Return 13.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.01M
AUM Growth
-$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$61.8M
2
+$59.7M
3
+$32.1M
4
AMZN icon
Amazon
AMZN
+$31.8M
5
TSLA icon
Tesla
TSLA
+$19.7M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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29
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30
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31
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32
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33
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-11,940
34
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35
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-5,590
36
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-35,190
37
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38
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-13,969
39
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-38,453
40
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-139,573
41
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42
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-5,404
43
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44
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47
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48
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49
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50
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