HA
Harborview Advisors Portfolio holdings
AUM
$179M
This Quarter Return
+1.43%
1 Year Return
+23.7%
3 Year Return
+27.1%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(+3.1%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
10.38%
Top 10 Holdings %
Top 10 Hldgs %
59.35%
Holding
75
New
5
Increased
33
Reduced
30
Closed
1
Top Buys
| 1 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$2.84M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$2.57M |
| 3 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$2.13M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.62M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$503K |
Top Sells
Sector Composition
| 1 | Technology | 1.34% |
| 2 | Healthcare | 0.58% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Materials | 0.26% |
| 5 | Industrials | 0.23% |
