HA
Harborview Advisors Portfolio holdings
AUM
$179M
1-Year Return
23.7%
This Quarter Return
+3.09%
1 Year Return
+23.7%
3 Year Return
+27.1%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.68%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$10.2M |
| 2 |
Schwab International Equity ETF
SCHF
|
$10M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$9.99M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$6.31M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Financials | 0.49% |
| 3 | Healthcare | 0.47% |
| 4 | Communication Services | 0.43% |
| 5 | Materials | 0.39% |
