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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
$2.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,808
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$68.2M
3
+$63.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$62.9M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$51.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.82%
2 Consumer Staples 3.75%
3 Consumer Discretionary 3.72%
4 Healthcare 3.63%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$32K ﹤0.01%
+7
1927
$32K ﹤0.01%
+73
1928
$32K ﹤0.01%
+875
1929
$32K ﹤0.01%
+1,640
1930
$32K ﹤0.01%
+914
1931
$32K ﹤0.01%
+1,589
1932
$32K ﹤0.01%
+1,000
1933
$32K ﹤0.01%
+1,500
1934
$32K ﹤0.01%
+447
1935
$32K ﹤0.01%
+2,860
1936
$32K ﹤0.01%
+423
1937
$32K ﹤0.01%
+1,252
1938
$32K ﹤0.01%
+375
1939
$32K ﹤0.01%
+304
1940
$32K ﹤0.01%
+240
1941
$31K ﹤0.01%
+202
1942
$31K ﹤0.01%
+964
1943
$31K ﹤0.01%
+243
1944
$31K ﹤0.01%
+368
1945
$31K ﹤0.01%
+792
1946
$31K ﹤0.01%
+616
1947
$31K ﹤0.01%
+3,060
1948
$31K ﹤0.01%
+396
1949
$31K ﹤0.01%
+40
1950
$31K ﹤0.01%
+1,300
76 77
78
79 80