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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
3276
$2K ﹤0.01%
+39
3277
$2K ﹤0.01%
+132
3278
$2K ﹤0.01%
+20
3279
$2K ﹤0.01%
+75
3280
$2K ﹤0.01%
+29
3281
$2K ﹤0.01%
+80
3282
$2K ﹤0.01%
+60
3283
$2K ﹤0.01%
+62
3284
$2K ﹤0.01%
+240
3285
$2K ﹤0.01%
+100
3286
$2K ﹤0.01%
+80
3287
$2K ﹤0.01%
+85
3288
$2K ﹤0.01%
+66
3289
$2K ﹤0.01%
+42
3290
$2K ﹤0.01%
+43
3291
$2K ﹤0.01%
+168
3292
$2K ﹤0.01%
+145
3293
$2K ﹤0.01%
+187
3294
– –
0
3295
$2K ﹤0.01%
+9
3296
$2K ﹤0.01%
+18
3297
$2K ﹤0.01%
+451
3298
$2K ﹤0.01%
+200
3299
$2K ﹤0.01%
+100
3300
$2K ﹤0.01%
+544
130 131
132
133 134