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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
3151
$3K ﹤0.01%
+274
3152
$3K ﹤0.01%
+215
3153
$3K ﹤0.01%
+60
3154
$3K ﹤0.01%
+200
3155
$3K ﹤0.01%
+45
3156
$3K ﹤0.01%
+500
3157
$3K ﹤0.01%
+216
3158
$3K ﹤0.01%
+262
3159
$3K ﹤0.01%
+132
3160
$3K ﹤0.01%
+250
3161
$3K ﹤0.01%
+102
3162
$3K ﹤0.01%
+32
3163
$3K ﹤0.01%
+38
3164
$3K ﹤0.01%
+15
3165
$3K ﹤0.01%
+72
3166
$3K ﹤0.01%
+325
3167
$3K ﹤0.01%
+600
3168
$3K ﹤0.01%
+92
3169
$3K ﹤0.01%
+100
3170
$2K ﹤0.01%
+50
3171
$2K ﹤0.01%
+587
3172
$2K ﹤0.01%
+47
3173
$2K ﹤0.01%
+28
3174
$2K ﹤0.01%
+735
3175
$2K ﹤0.01%
+10
125 126
127
128 129