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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
3426
$1K ﹤0.01%
+100
3427
$1K ﹤0.01%
+10
3428
$1K ﹤0.01%
+3
3429
$1K ﹤0.01%
+11
3430
$1K ﹤0.01%
+8
3431
$1K ﹤0.01%
+200
3432
$1K ﹤0.01%
+4
3433
$1K ﹤0.01%
+24
3434
$1K ﹤0.01%
+46
3435
$1K ﹤0.01%
+43
3436
$1K ﹤0.01%
+67
3437
$1K ﹤0.01%
+12
3438
$1K ﹤0.01%
+35
3439
$1K ﹤0.01%
+55
3440
$1K ﹤0.01%
+200
3441
$1K ﹤0.01%
+100
3442
$1K ﹤0.01%
+12
3443
$1K ﹤0.01%
+50
3444
$1K ﹤0.01%
+7
3445
$1K ﹤0.01%
+150
3446
$1K ﹤0.01%
+27
3447
$1K ﹤0.01%
+36
3448
$1K ﹤0.01%
+3
3449
$1K ﹤0.01%
+200
3450
$1K ﹤0.01%
+47
136 137
138
139 140