HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,093
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.2M
3
+$12.3M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.21M
5
FCTR icon
First Trust Lunt US Factor Rotation ETF
FCTR
+$4.53M

Top Sells

1
+$83M
2
+$56.4M
3
+$55.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$50.8M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$51K ﹤0.01%
2,613
+2,157
1252
$51K ﹤0.01%
811
-1,534
1253
$51K ﹤0.01%
+1,666
1254
$51K ﹤0.01%
357
-1,783
1255
$51K ﹤0.01%
2,780
-635
1256
$51K ﹤0.01%
1,217
-909
1257
$51K ﹤0.01%
258
-704
1258
$50K ﹤0.01%
179
-217
1259
$50K ﹤0.01%
1,048
-6,468
1260
$50K ﹤0.01%
362
+30
1261
$50K ﹤0.01%
115
-3
1262
$50K ﹤0.01%
315
-140
1263
$50K ﹤0.01%
578
-1,151
1264
$50K ﹤0.01%
102
-43
1265
$50K ﹤0.01%
475
-112
1266
$50K ﹤0.01%
501
-333
1267
$49K ﹤0.01%
566
-4,390
1268
$49K ﹤0.01%
918
-323
1269
$49K ﹤0.01%
490
+162
1270
$49K ﹤0.01%
28
+7
1271
$49K ﹤0.01%
705
-85
1272
$49K ﹤0.01%
1,308
-240
1273
$49K ﹤0.01%
2,596
-8,497
1274
$49K ﹤0.01%
838
-12,103
1275
$49K ﹤0.01%
432
-15
49 50
51
52 53