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
$124M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$715K
3
+$688K
4
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$462K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$395K

Top Sells

1
+$278K
2
+$166K
3
+$154K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$135K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$110K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.64%
3 Consumer Discretionary 0.31%
4 Communication Services 0.25%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.31%
10,350
-33
52
$377K 0.3%
14,760
-505
53
$367K 0.3%
7,355
+3,139
54
$334K 0.27%
2,149
+117
55
$327K 0.26%
11,504
+3,574
56
$325K 0.26%
916
+125
57
$324K 0.26%
+8,726
58
$312K 0.25%
9,267
+2,525
59
$307K 0.25%
12,137
+36
60
$298K 0.24%
15,737
+507
61
$291K 0.24%
5,326
-846
62
$285K 0.23%
3,643
-27
63
$285K 0.23%
10,742
-1,030
64
$279K 0.23%
+10,623
65
$277K 0.22%
+6,105
66
$270K 0.22%
19,405
+6,840
67
$263K 0.21%
4,324
-22
68
$260K 0.21%
11,708
+444
69
$259K 0.21%
2,329
70
$252K 0.2%
+3,913
71
$248K 0.2%
15,180
-85
72
$248K 0.2%
5,835
-1,288
73
$243K 0.2%
1,140
74
$243K 0.2%
3,412
75
$243K 0.2%
1,681
1 2
3
4