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
1526
$7K ﹤0.01%
+1,405
1527
$7K ﹤0.01%
+1,172
1528
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+214
1529
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+276
1530
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1531
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1532
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+218
1533
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+320
1534
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+88
1535
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+633
1536
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+90
1537
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1538
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1539
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1540
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1541
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1542
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1543
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1544
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1545
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+100
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+100
1547
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1548
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+250
1549
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1550
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+23