We are live on ! Find out more
HI

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
2976
$4K ﹤0.01%
+113
2977
$4K ﹤0.01%
+168
2978
$4K ﹤0.01%
+192
2979
$4K ﹤0.01%
+40
2980
$4K ﹤0.01%
+75
2981
$4K ﹤0.01%
+63
2982
$4K ﹤0.01%
+250
2983
$4K ﹤0.01%
+97
2984
$4K ﹤0.01%
+100
2985
$4K ﹤0.01%
+211
2986
$4K ﹤0.01%
+81
2987
$4K ﹤0.01%
+234
2988
$4K ﹤0.01%
+379
2989
$4K ﹤0.01%
+500
2990
$4K ﹤0.01%
+119
2991
$4K ﹤0.01%
+254
2992
$4K ﹤0.01%
+170
2993
$4K ﹤0.01%
+320
2994
$4K ﹤0.01%
+33
2995
$4K ﹤0.01%
+56
2996
$4K ﹤0.01%
+400
2997
$4K ﹤0.01%
+200
2998
$4K ﹤0.01%
+328
2999
$4K ﹤0.01%
+75
3000
$4K ﹤0.01%
+50
118 119
120
121 122