We are live on ! Find out more
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
1976
$9K ﹤0.01%
751
+18
1977
$9K ﹤0.01%
436
-526
1978
$9K ﹤0.01%
780
-1,538
1979
$9K ﹤0.01%
33
-119
1980
$9K ﹤0.01%
271
+260
1981
$9K ﹤0.01%
172
+1
1982
$9K ﹤0.01%
150
-1,600
1983
$9K ﹤0.01%
200
-1,176
1984
$9K ﹤0.01%
590
-25
1985
$9K ﹤0.01%
53
-138
1986
$9K ﹤0.01%
44
-164
1987
$9K ﹤0.01%
125
-1,210
1988
$9K ﹤0.01%
281
-3,373
1989
$9K ﹤0.01%
308
-2,000
1990
$9K ﹤0.01%
1,303
-12,716
1991
$9K ﹤0.01%
91
1992
$9K ﹤0.01%
92
-20
1993
$9K ﹤0.01%
188
-3,261
1994
$9K ﹤0.01%
337
+43
1995
$9K ﹤0.01%
226
-263
1996
$8K ﹤0.01%
268
-641
1997
$8K ﹤0.01%
600
-3,083
1998
$8K ﹤0.01%
150
-1,177
1999
$8K ﹤0.01%
65
2000
$8K ﹤0.01%
291
-1,954
78 79
80
81 82