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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
3076
$3K ﹤0.01%
+275
3077
$3K ﹤0.01%
+162
3078
$3K ﹤0.01%
+34
3079
$3K ﹤0.01%
+150
3080
$3K ﹤0.01%
+160
3081
$3K ﹤0.01%
+60
3082
$3K ﹤0.01%
+57
3083
$3K ﹤0.01%
+24
3084
$3K ﹤0.01%
+85
3085
$3K ﹤0.01%
+500
3086
$3K ﹤0.01%
+18
3087
$3K ﹤0.01%
+101
3088
$3K ﹤0.01%
+33
3089
$3K ﹤0.01%
+50
3090
$3K ﹤0.01%
+425
3091
$3K ﹤0.01%
+104
3092
$3K ﹤0.01%
+52
3093
$3K ﹤0.01%
+119
3094
$3K ﹤0.01%
+32
3095
$3K ﹤0.01%
+35
3096
$3K ﹤0.01%
+65
3097
$3K ﹤0.01%
+323
3098
$3K ﹤0.01%
+200
3099
$3K ﹤0.01%
+100
3100
$3K ﹤0.01%
+35
122 123
124
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