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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
$1.68B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,093
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.5M
3
+$12.2M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.27M
5
FCTR icon
First Trust Lunt US Factor Rotation ETF
FCTR
+$4.5M

Top Sells

1
+$81.6M
2
+$54.8M
3
+$53.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$49.6M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$42.1M

Sector Composition

1 Technology 5.63%
2 Consumer Discretionary 3.07%
3 Consumer Staples 2.68%
4 Healthcare 2.55%
5 Financials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$18K ﹤0.01%
100
-93
1702
$18K ﹤0.01%
225
-222
1703
$18K ﹤0.01%
480
-69,600
1704
$18K ﹤0.01%
728
-2,247
1705
$18K ﹤0.01%
200
1706
$18K ﹤0.01%
1,078
-48
1707
$18K ﹤0.01%
133
+86
1708
$18K ﹤0.01%
1,700
1709
$18K ﹤0.01%
293
-258
1710
$18K ﹤0.01%
171
-14
1711
$18K ﹤0.01%
172
-136
1712
$18K ﹤0.01%
1,788
-13,630
1713
$18K ﹤0.01%
559
+10
1714
$18K ﹤0.01%
659
1715
$18K ﹤0.01%
126
1716
$18K ﹤0.01%
382
-122
1717
$18K ﹤0.01%
325
1718
$18K ﹤0.01%
600
-25
1719
$18K ﹤0.01%
530
-2,216
1720
$18K ﹤0.01%
675
+665
1721
$18K ﹤0.01%
200
-1,027
1722
$18K ﹤0.01%
300
-2,848
1723
$18K ﹤0.01%
288
-348
1724
$18K ﹤0.01%
322
-973
1725
$18K ﹤0.01%
555
-1,856
67 68
69
70 71