HI
Harbour Investments Portfolio holdings
AUM
$3.95B
This Quarter Return
-0.86%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$3.13B
AUM Growth
+$3.13B
(-0.14%)
Cap. Flow
+$42.2M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
19.98%
Holding
4,193
New
202
Increased
1,526
Reduced
1,180
Closed
217
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$12.4M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$5.91M |
| 3 |
NVIDIA
NVDA
|
$5.88M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$5.42M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.06M |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$9M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.41M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.72M |
| 4 |
Fidelity MSCI Financials Index ETF
FNCL
|
$3.24M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$3.04M |
Sector Composition
| 1 | Technology | 5.82% |
| 2 | Consumer Discretionary | 3.51% |
| 3 | Consumer Staples | 3.48% |
| 4 | Financials | 3.38% |
| 5 | Healthcare | 3.2% |
