HA
Harborview Advisors Portfolio holdings
AUM
$179M
This Quarter Return
+10.31%
1 Year Return
+23.7%
3 Year Return
+27.1%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+35%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
18.41%
Top 10 Holdings %
Top 10 Hldgs %
60.87%
Holding
84
New
30
Increased
28
Reduced
20
Closed
3
Top Buys
| 1 |
Invesco CEF Income Composite ETF
PCEF
|
$6.05M |
| 2 |
iShares Micro-Cap ETF
IWC
|
$2.65M |
| 3 |
VanEck CEF Muni Income ETF
XMPT
|
$1.71M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$1.04M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$890K |
Top Sells
Sector Composition
| 1 | Technology | 0.9% |
| 2 | Healthcare | 0.36% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Communication Services | 0.25% |
| 5 | Financials | 0.2% |
