Gries Financial’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Gries Financial’s Portfolio SIHY Stock Details SIHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,418	Closed	-$429K	–	280
2024 Q1	$429K	Hold	9,418	–	–	0.07%	185
2023 Q4	$426K	Hold	9,418	–	–	0.09%	140
2023 Q3	$404K	Hold	9,418	–	–	0.11%	132
2023 Q2	$410K	Hold	9,418	–	–	0.11%	126
2023 Q1	$416K	Buy	+9,418	New	+$412K	0.12%	126

Other funds holding SIHY

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IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return