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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
1801
$14K ﹤0.01%
223
-52
1802
$14K ﹤0.01%
3,390
1803
$14K ﹤0.01%
236
-122
1804
$14K ﹤0.01%
500
1805
$14K ﹤0.01%
57
+9
1806
$14K ﹤0.01%
487
1807
$14K ﹤0.01%
77
-25
1808
$14K ﹤0.01%
350
-1,312
1809
$14K ﹤0.01%
550
-2,135
1810
$14K ﹤0.01%
393
-175
1811
$13K ﹤0.01%
110
-398
1812
$13K ﹤0.01%
137
1813
$13K ﹤0.01%
269
+21
1814
$13K ﹤0.01%
2,194
+45
1815
$13K ﹤0.01%
254
1816
$13K ﹤0.01%
130
1817
$13K ﹤0.01%
501
-1,375
1818
$13K ﹤0.01%
570
-330
1819
$13K ﹤0.01%
63
-27
1820
$13K ﹤0.01%
125
-24
1821
$13K ﹤0.01%
267
+1
1822
$13K ﹤0.01%
45
+10
1823
$13K ﹤0.01%
159
-21
1824
$13K ﹤0.01%
527
-7,336
1825
$13K ﹤0.01%
114
-1,089
71 72
73
74 75