HI
Harbour Investments Portfolio holdings
AUM $3.95B
1-Year Return
13.24%
This Quarter Return
+0.58%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$3.48B
AUM Growth
+$160M
(+4.8%)
Cap. Flow
+$172M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
24.94%
Holding
3,626
New
230
Increased
1,264
Reduced
856
Closed
135
Top Buys
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$26.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$25.3M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$15.8M |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$13.2M |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$9.09M |
Top Sells
Sector Composition
| 1 | Technology | 5.57% |
| 2 | Financials | 2.41% |
| 3 | Consumer Staples | 2.16% |
| 4 | Consumer Discretionary | 2.02% |
| 5 | Industrials | 1.59% |
