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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
3476
$1K ﹤0.01%
+13
3477
$1K ﹤0.01%
+101
3478
$1K ﹤0.01%
+50
3479
$1K ﹤0.01%
+42
3480
$1K ﹤0.01%
+12
3481
$1K ﹤0.01%
+100
3482
$1K ﹤0.01%
+11
3483
$1K ﹤0.01%
+75
3484
$1K ﹤0.01%
+15
3485
$1K ﹤0.01%
+17
3486
$1K ﹤0.01%
+150
3487
$1K ﹤0.01%
+50
3488
$1K ﹤0.01%
+25
3489
$1K ﹤0.01%
+60
3490
$1K ﹤0.01%
+10
3491
$1K ﹤0.01%
+88
3492
$1K ﹤0.01%
+63
3493
$1K ﹤0.01%
+24
3494
$1K ﹤0.01%
+16
3495
$1K ﹤0.01%
+37
3496
$1K ﹤0.01%
+43
3497
$1K ﹤0.01%
+12
3498
$1K ﹤0.01%
+100
3499
$1K ﹤0.01%
+81
3500
$1K ﹤0.01%
+19
138 139
140
141 142