• INCEPTION (09/24/2017)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 9.21%
  • S&P RETURN

  • 13.11%
(HTFF) Harden Tech Focus Fund

HTFF Growth of $10,000

HTFF Model*
HTFF Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/04/2018

HTFF Model Month By Month (As Of: 11/29/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HTFF YTD S&P (TR) YTD
201911.28%2.13%3.36%3.70%-10.55%8.29%0.78%-2.11%-6.42%6.31%5.09%-21.70% 27.63%
201811.93%-2.88%-5.40%3.56%5.53%1.92%-1.91%5.83%0.67%-11.70%0.18%-8.50%-3.10% -4.38%
2017--------0.28%3.32%0.39%-0.91%3.08% 7.41%
Returns greater than 5%
Returns less than -5%

HTFF Composite Month By Month (As Of: 10/31/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HTFF YTD S&P (TR) YTD
201911.18%2.07%3.35%3.69%-10.45%8.19%0.77%-2.09%-1.37%5.96%--21.50% 23.16%
201812.16%-2.74%-5.40%3.87%5.72%2.21%-1.63%6.26%0.05%-11.60%0.13%-8.41%-1.79% -4.38%
2017---------3.50%0.57%-0.73%3.33% 4.21% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

HTFF Top 5 Holdings (As Of: 12/02/2019)


Symbol Name % Fund
AMZN AMAZON COM INC 12.02%
V VISA INC. 11.30%
FB FACEBOOK INC CL A 10.91%
NFLX NETFLIX COM INC 10.70%
BAM BROOKFIELD ASSET ... 9.31%
Total 54.24%