HA

Harborview Advisors Portfolio holdings

AUM $179M
1-Year Est. Return 23.7%
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$721K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$412K
2
+$372K
3
+$324K
4
SWK icon
Stanley Black & Decker
SWK
+$284K
5
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$270K

Top Sells

1
+$327K
2
+$312K
3
+$281K
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$238K
5
AFL icon
Aflac
AFL
+$229K

Sector Composition

1 Technology 1.27%
2 Healthcare 0.55%
3 Industrials 0.4%
4 Consumer Discretionary 0.28%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$804K 0.76%
9,250
-224
27
$760K 0.72%
39,993
+1,038
28
$759K 0.72%
36,557
+497
29
$756K 0.72%
6,305
-99
30
$756K 0.72%
37,276
+573
31
$754K 0.72%
35,813
+226
32
$752K 0.71%
18,777
+673
33
$726K 0.69%
20,471
+805
34
$693K 0.66%
5,092
-280
35
$667K 0.63%
8,840
-202
36
$583K 0.55%
21,142
+4,466
37
$547K 0.52%
23,641
-3,648
38
$510K 0.48%
16,600
39
$462K 0.44%
16,594
-2,308
40
$432K 0.41%
40,602
+5,868
41
$393K 0.37%
41,953
+594
42
$372K 0.35%
+16,885
43
$369K 0.35%
5,297
+442
44
$341K 0.32%
4,434
+204
45
$327K 0.31%
2,152
46
$324K 0.31%
+6,891
47
$322K 0.31%
941
-56
48
$319K 0.3%
1,668
+200
49
$319K 0.3%
8,733
+825
50
$297K 0.28%
4,100
+300
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