HVM
Harvest Volatility Management Portfolio holdings
AUM
$4.39M
This Quarter Return
-2.8%
1 Year Return
+13.08%
3 Year Return
+24.28%
5 Year Return
–
10 Year Return
–
AUM
$3.01M
AUM Growth
+$3.01M
(-99%)
Cap. Flow
-$496M
Cap. Flow
% of AUM
-16,438.12%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
133
New
–
Increased
–
Reduced
–
Closed
128
Top Buys
No buys this quarter
Top Sells
| 1 |
Microsoft
MSFT
|
$61.8M |
| 2 |
Apple
AAPL
|
$59.7M |
| 3 |
NVIDIA
NVDA
|
$32.1M |
| 4 |
Amazon
AMZN
|
$31.8M |
| 5 |
Tesla
TSLA
|
$19.7M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
