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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
1776
$15K ﹤0.01%
657
-1,373
1777
$15K ﹤0.01%
200
-755
1778
$15K ﹤0.01%
188
-356
1779
$15K ﹤0.01%
1,600
-6,500
1780
$15K ﹤0.01%
343
-2,520
1781
$15K ﹤0.01%
465
-1,188
1782
$15K ﹤0.01%
+20,000
1783
$15K ﹤0.01%
915
-718
1784
$15K ﹤0.01%
1,000
+900
1785
$15K ﹤0.01%
200
-158
1786
$15K ﹤0.01%
200
1787
$14K ﹤0.01%
1,400
-7,419
1788
$14K ﹤0.01%
308
-331
1789
$14K ﹤0.01%
284
-20
1790
$14K ﹤0.01%
50
-57
1791
$14K ﹤0.01%
500
-350
1792
$14K ﹤0.01%
515
1793
$14K ﹤0.01%
1,026
-2,033
1794
$14K ﹤0.01%
207
-46
1795
$14K ﹤0.01%
36
-119
1796
$14K ﹤0.01%
1,200
1797
$14K ﹤0.01%
75
-55
1798
$14K ﹤0.01%
410
1799
$14K ﹤0.01%
375
-3,105
1800
$14K ﹤0.01%
55
70 71
72
73 74