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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
2576
$11K ﹤0.01%
+400
2577
$11K ﹤0.01%
+136
2578
$11K ﹤0.01%
+278
2579
$11K ﹤0.01%
+300
2580
$11K ﹤0.01%
+168
2581
$11K ﹤0.01%
+199
2582
$11K ﹤0.01%
+523
2583
$11K ﹤0.01%
+430
2584
$11K ﹤0.01%
+160
2585
$11K ﹤0.01%
+500
2586
$11K ﹤0.01%
+213
2587
$11K ﹤0.01%
+250
2588
$10K ﹤0.01%
+576
2589
$10K ﹤0.01%
+500
2590
$10K ﹤0.01%
+429
2591
$10K ﹤0.01%
+421
2592
$10K ﹤0.01%
+203
2593
$10K ﹤0.01%
+1,200
2594
$10K ﹤0.01%
+285
2595
$10K ﹤0.01%
+224
2596
$10K ﹤0.01%
+96
2597
$10K ﹤0.01%
+106
2598
$10K ﹤0.01%
+133
2599
$10K ﹤0.01%
+90
2600
$10K ﹤0.01%
+1,400
102 103
104
105 106