HVM

Harvest Volatility Management Portfolio holdings

AUM $4.39M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.23M
AUM Growth
-$487K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$589K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.06M 25%
8,738
2
$710K 16.79%
9,183
3
$658K 15.56%
6,912
4
$623K 14.74%
19,330
5
$610K 14.43%
15,234
6
$570K 13.48%
8,923
7
-13,155