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FHA
Flagship Harbor Advisors Portfolio holdings
AUM
$2.27B
1-Year Est. Return
18.34%
This Fund
S&P 500
This Quarter
Est. Return
+13.56%
1 Year Est. Return
+18.34%
3 Year Est. Return
+56.91%
5 Year Est. Return
+59.16%
10 Year Est. Return
–
AUM
$806M
AUM Growth
+$65.7M
(+8.9%)
Cap. Flow
-$14.3M
Cap. Flow
% of AUM
-1.78%
Top 10 Holdings %
Top 10 Hldgs %
24.88%
Holding
2,008
New
12
Increased
312
Reduced
204
Closed
1,442
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$14.8M |
| 2 |
HDV
iShares Core High Dividend ETF
HDV
|
+$3.84M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.68M |
| 4 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$2.66M |
| 5 |
Atomera
ATOM
|
+$2.34M |
Top Sells
| 1 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$23.1M |
| 2 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$2.68M |
| 3 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$2M |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$1.97M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.82M |
Sector Composition
| 1 | Technology | 12.34% |
| 2 | Consumer Discretionary | 7.08% |
| 3 | Healthcare | 5.08% |
| 4 | Communication Services | 4.83% |
| 5 | Financials | 4.46% |
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