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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
2526
$1K ﹤0.01%
8
-150
2527
$1K ﹤0.01%
13
2528
$1K ﹤0.01%
100
2529
$1K ﹤0.01%
93
2530
$1K ﹤0.01%
60
-375
2531
$1K ﹤0.01%
30
-2,003
2532
$1K ﹤0.01%
47
-53
2533
$1K ﹤0.01%
80
2534
$1K ﹤0.01%
5
-8
2535
$1K ﹤0.01%
300
-6,923
2536
$1K ﹤0.01%
15
2537
$1K ﹤0.01%
+90
2538
$1K ﹤0.01%
100
-3
2539
$1K ﹤0.01%
+40
2540
$1K ﹤0.01%
12
-5
2541
$1K ﹤0.01%
160
-2,540
2542
$1K ﹤0.01%
16
-1,338
2543
$1K ﹤0.01%
11
-1,038
2544
$1K ﹤0.01%
20
2545
$1K ﹤0.01%
11
-17
2546
$1K ﹤0.01%
11
-16
2547
$1K ﹤0.01%
80
-771
2548
$1K ﹤0.01%
36
-177
2549
$1K ﹤0.01%
201
-327
2550
$1K ﹤0.01%
+50
100 101
102
103 104