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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
3326
$1K ﹤0.01%
+38
3327
$1K ﹤0.01%
+100
3328
$1K ﹤0.01%
+100
3329
$1K ﹤0.01%
+30
3330
$1K ﹤0.01%
+9
3331
$1K ﹤0.01%
+676
3332
$1K ﹤0.01%
+44
3333
$1K ﹤0.01%
+36
3334
$1K ﹤0.01%
+57
3335
$1K ﹤0.01%
+75
3336
$1K ﹤0.01%
+9
3337
$1K ﹤0.01%
+205
3338
$1K ﹤0.01%
+131
3339
$1K ﹤0.01%
+300
3340
$1K ﹤0.01%
+3
3341
$1K ﹤0.01%
+6
3342
$1K ﹤0.01%
+19
3343
$1K ﹤0.01%
+32
3344
$1K ﹤0.01%
+1,264
3345
$1K ﹤0.01%
+10
3346
$1K ﹤0.01%
+100
3347
$1K ﹤0.01%
+47
3348
– –
0
3349
$1K ﹤0.01%
+29
3350
$1K ﹤0.01%
+35
132 133
134
135 136