HA
Harborview Advisors Portfolio holdings
AUM
$179M
1-Year Return
23.7%
This Quarter Return
+2.26%
1 Year Return
+23.7%
3 Year Return
+27.1%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$8.22M
(+7.1%)
Cap. Flow
+$5.64M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
60.37%
Holding
87
New
6
Increased
40
Reduced
28
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.88% |
| 2 | Healthcare | 0.64% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Communication Services | 0.25% |
| 5 | Financials | 0.2% |
