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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
2576
$1K ﹤0.01%
1
-33
2577
$1K ﹤0.01%
90
-1,000
2578
$1K ﹤0.01%
30
2579
$1K ﹤0.01%
9
-65
2580
$1K ﹤0.01%
39
2581
$1K ﹤0.01%
4
-391
2582
$1K ﹤0.01%
100
2583
$1K ﹤0.01%
300
-4,500
2584
$1K ﹤0.01%
+20
2585
$1K ﹤0.01%
61
-735
2586
$1K ﹤0.01%
100
-250
2587
$1K ﹤0.01%
603
2588
$1K ﹤0.01%
15
-7
2589
$1K ﹤0.01%
79
-425
2590
$1K ﹤0.01%
60
-9
2591
$1K ﹤0.01%
67
-5,422
2592
$1K ﹤0.01%
4
-6
2593
$1K ﹤0.01%
+35
2594
$1K ﹤0.01%
24
+13
2595
$1K ﹤0.01%
20
-86
2596
$1K ﹤0.01%
21
-2,511
2597
$1K ﹤0.01%
3
2598
$1K ﹤0.01%
99
2599
$1K ﹤0.01%
33
2600
$1K ﹤0.01%
10
-2
102 103
104
105 106