HG
Harbor Group Portfolio holdings
AUM
$629M
1-Year Est. Return
7.88%
1 Year Est. Return
+7.88%
AUM
$564M
AUM Growth
+$63.6M
(+13%)
Holding
102
Top Buys
| 1 | +$7.07M | |
| 2 | +$3M | |
| 3 | +$2.83M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.53M |
| 5 |
BNY Mellon Concentrated International ETF
BKCI
|
+$2.23M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$362K | |
| 3 | +$207K | |
| 4 |
Chevron
CVX
|
+$202K |
| 5 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$167K |
Sector Composition
| 1 | Technology | 1.27% |
| 2 | Financials | 0.83% |
| 3 | Industrials | 0.82% |
| 4 | Healthcare | 0.3% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Eli Lilly
LLY
$735B
| – | – |
-250
|
|
||
|
102
Chevron
CVX
$306B
| – | – |
-1,210
|
|