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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,808
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$68.2M
3
+$63.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$62.9M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$51.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.82%
2 Consumer Staples 3.75%
3 Consumer Discretionary 3.72%
4 Healthcare 3.63%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$13K ﹤0.01%
+1,090
2477
$13K ﹤0.01%
+1,000
2478
$13K ﹤0.01%
+104
2479
$13K ﹤0.01%
+229
2480
$13K ﹤0.01%
+75
2481
$13K ﹤0.01%
+467
2482
$12K ﹤0.01%
+322
2483
$12K ﹤0.01%
+226
2484
$12K ﹤0.01%
+1,010
2485
$12K ﹤0.01%
+1,300
2486
$12K ﹤0.01%
+592
2487
$12K ﹤0.01%
+240
2488
$12K ﹤0.01%
+179
2489
$12K ﹤0.01%
+234
2490
$12K ﹤0.01%
+139
2491
$12K ﹤0.01%
+2,084
2492
$12K ﹤0.01%
+281
2493
$12K ﹤0.01%
+127
2494
$12K ﹤0.01%
+132
2495
$12K ﹤0.01%
+100
2496
$12K ﹤0.01%
+826
2497
$12K ﹤0.01%
+882
2498
$12K ﹤0.01%
+3,325
2499
$12K ﹤0.01%
+330
2500
$12K ﹤0.01%
+116
98 99
100
101 102