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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
3226
$2K ﹤0.01%
+152
3227
$2K ﹤0.01%
+400
3228
$2K ﹤0.01%
+917
3229
$2K ﹤0.01%
+50
3230
$2K ﹤0.01%
+800
3231
$2K ﹤0.01%
+250
3232
$2K ﹤0.01%
+100
3233
$2K ﹤0.01%
+61
3234
$2K ﹤0.01%
+93
3235
$2K ﹤0.01%
+100
3236
$2K ﹤0.01%
+17
3237
$2K ﹤0.01%
+40
3238
$2K ﹤0.01%
+26
3239
$2K ﹤0.01%
+51
3240
$2K ﹤0.01%
+18
3241
$2K ﹤0.01%
+70
3242
$2K ﹤0.01%
+69
3243
$2K ﹤0.01%
+44
3244
$2K ﹤0.01%
+35
3245
$2K ﹤0.01%
+111
3246
$2K ﹤0.01%
+87
3247
$2K ﹤0.01%
+118
3248
$2K ﹤0.01%
+170
3249
– –
0
3250
$2K ﹤0.01%
+5
128 129
130
131 132