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
1601
$6K ﹤0.01%
+181
1602
$6K ﹤0.01%
+339
1603
$6K ﹤0.01%
+163
1604
$6K ﹤0.01%
+75
1605
$6K ﹤0.01%
+285
1606
$6K ﹤0.01%
+326
1607
$6K ﹤0.01%
+100
1608
$6K ﹤0.01%
+115
1609
$6K ﹤0.01%
+1,296
1610
$6K ﹤0.01%
+189
1611
$6K ﹤0.01%
+468
1612
$6K ﹤0.01%
+75
1613
$6K ﹤0.01%
+308
1614
$6K ﹤0.01%
+241
1615
$6K ﹤0.01%
+242
1616
$5K ﹤0.01%
+121
1617
$5K ﹤0.01%
+170
1618
$5K ﹤0.01%
+100
1619
$5K ﹤0.01%
+207
1620
$5K ﹤0.01%
+235
1621
$5K ﹤0.01%
+23
1622
$5K ﹤0.01%
+260
1623
$5K ﹤0.01%
+44
1624
$5K ﹤0.01%
+80
1625
$5K ﹤0.01%
+305