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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
1851
$12K ﹤0.01%
359
+183
1852
$12K ﹤0.01%
198
-2,188
1853
$12K ﹤0.01%
1,500
1854
$12K ﹤0.01%
332
-946
1855
$12K ﹤0.01%
1,908
-7,092
1856
$12K ﹤0.01%
347
-1,059
1857
$12K ﹤0.01%
210
-4,528
1858
$12K ﹤0.01%
900
-100
1859
$12K ﹤0.01%
264
+31
1860
$12K ﹤0.01%
467
-2,983
1861
$12K ﹤0.01%
508
-23
1862
$12K ﹤0.01%
+242
1863
$12K ﹤0.01%
437
-18
1864
$12K ﹤0.01%
200
-40
1865
$12K ﹤0.01%
125
-125
1866
$12K ﹤0.01%
59
-3
1867
$12K ﹤0.01%
40
-590
1868
$12K ﹤0.01%
75
-20
1869
$12K ﹤0.01%
210
1870
$12K ﹤0.01%
430
-1,576
1871
$12K ﹤0.01%
460
1872
$11K ﹤0.01%
67
-13
1873
$11K ﹤0.01%
575
-800
1874
$11K ﹤0.01%
220
-2,151
1875
$11K ﹤0.01%
318
-124
73 74
75
76 77