FHA

Flagship Harbor Advisors Portfolio holdings

AUM $2.3B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1 +$5.31M
2 +$4.85M
3 +$3.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.64M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.43M

Sector Composition

1 Technology 7.57%
2 Financials 5.72%
3 Consumer Discretionary 5.68%
4 Healthcare 5.66%
5 Communication Services 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$8K ﹤0.01%
+2,000
1477
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+250
1478
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+47
1479
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+150
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1481
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+757
1482
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+548
1483
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+400
1484
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+105
1485
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+180
1486
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1492
0
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+75
1496
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+323
1497
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+410
1498
$7K ﹤0.01%
+126
1499
$7K ﹤0.01%
+250
1500
$7K ﹤0.01%
+180