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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
3126
$3K ﹤0.01%
+15
3127
$3K ﹤0.01%
+53
3128
$3K ﹤0.01%
+132
3129
$3K ﹤0.01%
+100
3130
$3K ﹤0.01%
+83
3131
– –
0
3132
$3K ﹤0.01%
+140
3133
$3K ﹤0.01%
+235
3134
$3K ﹤0.01%
+33
3135
$3K ﹤0.01%
+109
3136
$3K ﹤0.01%
+215
3137
$3K ﹤0.01%
+200
3138
$3K ﹤0.01%
+15
3139
$3K ﹤0.01%
+75
3140
$3K ﹤0.01%
+260
3141
$3K ﹤0.01%
+50
3142
$3K ﹤0.01%
+195
3143
$3K ﹤0.01%
+856
3144
$3K ﹤0.01%
+70
3145
$3K ﹤0.01%
+175
3146
$3K ﹤0.01%
+49
3147
$3K ﹤0.01%
+119
3148
$3K ﹤0.01%
+300
3149
$3K ﹤0.01%
+20
3150
$3K ﹤0.01%
+100
124 125
126
127 128