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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
3251
$2K ﹤0.01%
+300
3252
$2K ﹤0.01%
+90
3253
$2K ﹤0.01%
+15
3254
$2K ﹤0.01%
+72
3255
$2K ﹤0.01%
+29
3256
$2K ﹤0.01%
+70
3257
$2K ﹤0.01%
+32
3258
$2K ﹤0.01%
+37
3259
$2K ﹤0.01%
+100
3260
$2K ﹤0.01%
+73
3261
$2K ﹤0.01%
+190
3262
$2K ﹤0.01%
+51
3263
$2K ﹤0.01%
+100
3264
$2K ﹤0.01%
+46
3265
$2K ﹤0.01%
+31
3266
$2K ﹤0.01%
+58
3267
$2K ﹤0.01%
+63
3268
$2K ﹤0.01%
+28
3269
$2K ﹤0.01%
+302
3270
$2K ﹤0.01%
+181
3271
$2K ﹤0.01%
+200
3272
$2K ﹤0.01%
+115
3273
$2K ﹤0.01%
+4
3274
$2K ﹤0.01%
+1
3275
$2K ﹤0.01%
+9
129 130
131
132 133