HA
Harborview Advisors Portfolio holdings
AUM
$179M
1-Year Return
23.7%
This Quarter Return
-0.14%
1 Year Return
+23.7%
3 Year Return
+27.1%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$687K
(+0.56%)
Cap. Flow
+$888K
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
63.32%
Holding
87
New
4
Increased
22
Reduced
46
Closed
2
Top Buys
| 1 |
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
|
$5.33M |
| 2 |
Schwab International Equity ETF
SCHF
|
$557K |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$414K |
| 4 |
Pfizer
PFE
|
$235K |
| 5 |
CVS Health
CVS
|
$221K |
Top Sells
Sector Composition
| 1 | Healthcare | 1.01% |
| 2 | Technology | 0.93% |
| 3 | Consumer Discretionary | 0.29% |
| 4 | Communication Services | 0.28% |
| 5 | Industrials | 0.2% |
