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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
1826
$13K ﹤0.01%
833
-2,000
1827
$13K ﹤0.01%
440
-963
1828
$13K ﹤0.01%
225
-1,459
1829
$13K ﹤0.01%
2,035
1830
$13K ﹤0.01%
407
-585
1831
$13K ﹤0.01%
2,055
-20,525
1832
$13K ﹤0.01%
450
-500
1833
$13K ﹤0.01%
+687
1834
$13K ﹤0.01%
1,005
1835
$13K ﹤0.01%
191
-155
1836
$13K ﹤0.01%
260
-10
1837
$13K ﹤0.01%
326
1838
$13K ﹤0.01%
2,039
-40,746
1839
$13K ﹤0.01%
596
-23,225
1840
$13K ﹤0.01%
556
1841
$13K ﹤0.01%
1,299
+401
1842
$13K ﹤0.01%
1,350
1843
$12K ﹤0.01%
377
-1,235
1844
$12K ﹤0.01%
+213
1845
$12K ﹤0.01%
101
-759
1846
$12K ﹤0.01%
205
-1,908
1847
$12K ﹤0.01%
295
-625
1848
$12K ﹤0.01%
76
-1,029
1849
$12K ﹤0.01%
317
-348
1850
$12K ﹤0.01%
700
+256
72 73
74
75 76