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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
$1.68B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,093
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.5M
3
+$12.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.27M
5
FCTR icon
First Trust Lunt US Factor Rotation ETF
FCTR
+$4.5M

Top Sells

1
+$81.6M
2
+$54.8M
3
+$53.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$49.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$42.1M

Sector Composition

1 Technology 5.63%
2 Consumer Discretionary 3.07%
3 Consumer Staples 2.68%
4 Healthcare 2.55%
5 Financials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
200
-25
2477
$1K ﹤0.01%
500
2478
$1K ﹤0.01%
4
2479
$1K ﹤0.01%
19
-61
2480
$1K ﹤0.01%
50
-550
2481
$1K ﹤0.01%
51
-2,550
2482
$1K ﹤0.01%
4
2483
$1K ﹤0.01%
55
-240
2484
$1K ﹤0.01%
29
2485
$1K ﹤0.01%
25
2486
$1K ﹤0.01%
39
-2,151
2487
$1K ﹤0.01%
175
-780
2488
$1K ﹤0.01%
125
2489
$1K ﹤0.01%
30
2490
$1K ﹤0.01%
+1
2491
$1K ﹤0.01%
6
-1,768
2492
$1K ﹤0.01%
4
-80
2493
$1K ﹤0.01%
20
-606
2494
$1K ﹤0.01%
51
-853
2495
$1K ﹤0.01%
50
2496
$1K ﹤0.01%
12
2497
$1K ﹤0.01%
22
-201
2498
$1K ﹤0.01%
79
-121
2499
$1K ﹤0.01%
3
-91
2500
$1K ﹤0.01%
12
-20
98 99
100
101 102