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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
1901
$11K ﹤0.01%
1,600
1902
$11K ﹤0.01%
500
-200
1903
$11K ﹤0.01%
612
-7,840
1904
$11K ﹤0.01%
250
1905
$11K ﹤0.01%
295
+226
1906
$11K ﹤0.01%
123
-1,451
1907
$11K ﹤0.01%
200
1908
$11K ﹤0.01%
500
1909
$11K ﹤0.01%
+606
1910
$11K ﹤0.01%
2,109
+2,000
1911
$11K ﹤0.01%
79
+15
1912
$10K ﹤0.01%
320
-3,801
1913
$10K ﹤0.01%
1,591
-2,340
1914
$10K ﹤0.01%
460
1915
$10K ﹤0.01%
252
-36
1916
$10K ﹤0.01%
195
-16,715
1917
$10K ﹤0.01%
255
-62
1918
$10K ﹤0.01%
171
1919
$10K ﹤0.01%
376
+76
1920
$10K ﹤0.01%
450
-2,836
1921
$10K ﹤0.01%
32
-76
1922
$10K ﹤0.01%
115
-762
1923
$10K ﹤0.01%
180
-359
1924
$10K ﹤0.01%
845
-23,713
1925
$10K ﹤0.01%
521
-256
75 76
77
78 79