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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
3401
$1K ﹤0.01%
+25
3402
$1K ﹤0.01%
+138
3403
$1K ﹤0.01%
+14
3404
$1K ﹤0.01%
+13
3405
$1K ﹤0.01%
+13
3406
$1K ﹤0.01%
+11
3407
$1K ﹤0.01%
+180
3408
$1K ﹤0.01%
+250
3409
$1K ﹤0.01%
+84
3410
$1K ﹤0.01%
+100
3411
$1K ﹤0.01%
+322
3412
$1K ﹤0.01%
+59
3413
$1K ﹤0.01%
+21
3414
$1K ﹤0.01%
+76
3415
$1K ﹤0.01%
+17
3416
$1K ﹤0.01%
+100
3417
$1K ﹤0.01%
+15
3418
$1K ﹤0.01%
+43
3419
$1K ﹤0.01%
+8
3420
$1K ﹤0.01%
+52
3421
$1K ﹤0.01%
+17
3422
$1K ﹤0.01%
+75
3423
$1K ﹤0.01%
+100
3424
$1K ﹤0.01%
+93
3425
$1K ﹤0.01%
+1,800
135 136
137
138 139