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HI

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
1951
$10K ﹤0.01%
199
-288
1952
$10K ﹤0.01%
218
-6,072
1953
$10K ﹤0.01%
301
1954
$10K ﹤0.01%
440
-4,200
1955
$9K ﹤0.01%
367
-251
1956
$9K ﹤0.01%
514
1957
$9K ﹤0.01%
264
-949
1958
$9K ﹤0.01%
184
1959
$9K ﹤0.01%
+839
1960
$9K ﹤0.01%
893
1961
$9K ﹤0.01%
362
1962
$9K ﹤0.01%
100
-100
1963
$9K ﹤0.01%
401
-39
1964
$9K ﹤0.01%
250
-368
1965
$9K ﹤0.01%
416
+8
1966
$9K ﹤0.01%
2,404
+52
1967
$9K ﹤0.01%
92
-267
1968
$9K ﹤0.01%
890
-250
1969
$9K ﹤0.01%
105
-74
1970
$9K ﹤0.01%
+500
1971
$9K ﹤0.01%
774
-71
1972
$9K ﹤0.01%
128
-1,170
1973
$9K ﹤0.01%
1,000
-15,860
1974
$9K ﹤0.01%
100
-25
1975
$9K ﹤0.01%
100
77 78
79
80 81