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
$100M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$745K
3
+$638K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$550K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$536K

Top Sells

1
+$5.52M
2
+$1.52M
3
+$807K
4
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$379K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$301K

Sector Composition

1 Technology 1.24%
2 Healthcare 1.2%
3 Consumer Discretionary 0.42%
4 Communication Services 0.27%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.38%
17,501
-86
52
$365K 0.36%
17,438
+2,071
53
$352K 0.35%
+2,341
54
$351K 0.35%
3,951
+2,443
55
$346K 0.34%
6,208
+3
56
$346K 0.34%
+8,538
57
$344K 0.34%
9,746
+1,906
58
$339K 0.34%
13,890
+1,033
59
$310K 0.31%
5,802
+450
60
$304K 0.3%
10,091
+384
61
$295K 0.29%
14,160
62
$283K 0.28%
10,424
+488
63
$269K 0.27%
12,231
+429
64
$269K 0.27%
12,516
-2,365
65
$252K 0.25%
14,060
-435
66
$250K 0.25%
8,548
-617
67
$247K 0.25%
4,409
+759
68
$245K 0.24%
7,918
+1,115
69
$244K 0.24%
2,133
70
$244K 0.24%
12,076
+16
71
$244K 0.24%
1,559
+178
72
$241K 0.24%
916
73
$240K 0.24%
4,934
-36
74
$240K 0.24%
14,482
-3,571
75
$236K 0.24%
4,292
-32
1 2
3
4