HG

Harbor Group Portfolio holdings

AUM $629M
1-Year Est. Return 7.88%
This Quarter Est. Return
1 Year Est. Return
+7.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$571K
2 +$263K
3 +$248K
4
VUG icon
Vanguard Growth ETF
VUG
+$213K
5
CSX icon
CSX Corp
CSX
+$205K

Sector Composition

1 Technology 2.3%
2 Financials 2.06%
3 Healthcare 1.23%
4 Communication Services 0.84%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,378