HI
Harbour Investments Portfolio holdings
AUM
$3.95B
This Quarter Return
+7.12%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$1.68B
AUM Growth
+$1.68B
(-46%)
Cap. Flow
-$1.64B
Cap. Flow
% of AUM
-97.78%
Top 10 Holdings %
Top 10 Hldgs %
22.72%
Holding
4,093
New
115
Increased
261
Reduced
2,011
Closed
1,349
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$83M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$56.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$55.4M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$50.8M |
| 5 |
Apple
AAPL
|
$46.8M |
Sector Composition
| 1 | Technology | 5.63% |
| 2 | Consumer Discretionary | 3.07% |
| 3 | Consumer Staples | 2.68% |
| 4 | Healthcare | 2.55% |
| 5 | Financials | 2.53% |
