HG
Harbor Group Portfolio holdings
AUM
$692M
1-Year Est. Return
13%
This Fund
S&P 500
1 Year Est. Return
+13%
AUM
$349M
AUM Growth
+$171M
(+97%)
Holding
82
Top Buys
| 1 | +$33M | |
| 2 | +$33M | |
| 3 | +$26.4M | |
| 4 |
BNY Mellon Concentrated International ETF
BKCI
|
+$26.2M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$8.35M |
Top Sells
| 1 | +$1.05M | |
| 2 | +$795K | |
| 3 | +$175K | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$120K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$114K |
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Financials | 0.81% |
| 3 | Industrials | 0.56% |
| 4 | Healthcare | 0.38% |
| 5 | Communication Services | 0.2% |