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
1576
$6K ﹤0.01%
+107
1577
$6K ﹤0.01%
+100
1578
$6K ﹤0.01%
+282
1579
$6K ﹤0.01%
+423
1580
$6K ﹤0.01%
+93
1581
$6K ﹤0.01%
+118
1582
$6K ﹤0.01%
+285
1583
$6K ﹤0.01%
+326
1584
$6K ﹤0.01%
+100
1585
$6K ﹤0.01%
+115
1586
$6K ﹤0.01%
+224
1587
$6K ﹤0.01%
+302
1588
$6K ﹤0.01%
+100
1589
$6K ﹤0.01%
+64
1590
$6K ﹤0.01%
+240
1591
$6K ﹤0.01%
+1,296
1592
$6K ﹤0.01%
+189
1593
$6K ﹤0.01%
+468
1594
$6K ﹤0.01%
+75
1595
$6K ﹤0.01%
+308
1596
$6K ﹤0.01%
+241
1597
$6K ﹤0.01%
+242
1598
$6K ﹤0.01%
+68
1599
$6K ﹤0.01%
+140
1600
$6K ﹤0.01%
+169