FHA
Flagship Harbor Advisors Portfolio holdings
AUM
$2.11B
This Quarter Return
+0.84%
1 Year Return
+16.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
–
Cap. Flow
+$232M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.55%
Holding
288
New
288
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.47M |
| 2 |
Apple
AAPL
|
$6.06M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$4.88M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.19M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$4.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.86% |
| 2 | Healthcare | 5.48% |
| 3 | Communication Services | 5.28% |
| 4 | Financials | 4.6% |
| 5 | Consumer Staples | 4.02% |
