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Kyle Harden

  • Aug 20, 2008
Funds
(HTFF) Harden Tech Focus Fund
MODEL INCEPTION (09/24/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 09/06/2019) 9.08% 11.47% View Fund Stats
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(KMF) Harden Focus Fund
MODEL INCEPTION (08/20/2008) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
11+ YRS (As of: 09/06/2019) 9.58% 10.31% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.38% 13.44% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.43% 10.10% Fund has a 5 year track record.  
3 YRS 10.34% 12.71% Fund has a 3 year track record.  
1 YR -10.32% 2.93% Fund has a 1 year track record.  
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Achievements
  • KMF Beat the 50th percentile of mutual funds over 10 years.
    Aug 31, 2019
Articles

Harden Tech Focus Fund

HTFF | Price History
HTFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 36.55% -4.04%
Technology 33.03% 0.63%
Financials 15.80% 0.02%
Energy 7.56% 1.64%
Unallocated 6.35% -0.53%
HTFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kyle Harden $1,225,817.45
Inception: Ticker Symbol: # of Securities:
September 24, 2017 HTFF 12
Description:

Harden Tech Focus Fund - Focused on tech companies that are well positioned for continuous innovation and market growth. The fund is focused on only a few companies in order to maximize the return with low turnover in the fund to minimize transaction fees. Non-traditional tech companies may be included in the fund if they are utilizing technology to deliver a key capability that distinguishes them in the market.

HTFF | Turnover
Last Month N/A
Last 3 Months 1.73%
Last 6 Months 1.73%
Last 12 Months 1.73%
HTFF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AMZN 112.21%
2 NFLX 104.12%
3 NVDA 50.78%
4 V 42.17%
5 GOOG 29.08%
Position Symbol Inception Return
1 TSLA -12.91%
2 CVS -1.43%
3 FB -0.42%
4 AABA 2.64%
5 AVGO 3.84%
HTFF | Recent Returns vs S&P 500
MTD QTD YTD
HTFF -0.18% 3.82% 18.94%
S&P 500 0.00% 0.00% 0.00%
HTFF | Skill Metrics
All Positions
Winning % 69.23%
Avg. Gain/Loss Ratio 2.41
HTFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 62.33% -2.76%
Large Cap : Blend 23.19% 1.74%
Small Cap : Blend 7.56% 1.64%
Large Cap : Value 6.20% -0.05%
HTFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.91% 1.83% 0.08%
Last Month 3.57% 3.53% 0.04%
Last 3 Months 5.28% 4.17% 1.11%
Last 6 Months 6.15% 9.67% -3.52%
Last 12 Months -0.51% 5.62% -6.13%
Since Inception 18.48% 24.03% -5.55%
(Annualized) 9.10% 11.69% -2.59%
Data as of: 09/06/2019
HTFF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
HTFF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMZN $84,352.80
2 NFLX $76,924.20
3 NVDA $44,474.43
4 V $32,443.32
5 GOOG $21,973.54
Position Symbol Gains
1 CTRV -$29,291.89
2 TSLA -$19,345.76
3 FB -$3,306.00
4 CVS -$1,138.70
5 AABA $1,597.40