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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
2076
$7K ﹤0.01%
191
2077
$7K ﹤0.01%
1,600
-1,200
2078
$7K ﹤0.01%
162
2079
$7K ﹤0.01%
178
-1,704
2080
$7K ﹤0.01%
176
-1
2081
$7K ﹤0.01%
27
+7
2082
$7K ﹤0.01%
100
-968
2083
$7K ﹤0.01%
101
-1,275
2084
$6K ﹤0.01%
678
2085
$6K ﹤0.01%
128
-489
2086
$6K ﹤0.01%
805
-510
2087
$6K ﹤0.01%
168
-40
2088
$6K ﹤0.01%
600
-23
2089
$6K ﹤0.01%
200
2090
$6K ﹤0.01%
150
+28
2091
$6K ﹤0.01%
100
-400
2092
$6K ﹤0.01%
200
-32
2093
$6K ﹤0.01%
188
-334
2094
$6K ﹤0.01%
231
-48
2095
$6K ﹤0.01%
94
-242
2096
$6K ﹤0.01%
22
-44
2097
$6K ﹤0.01%
424
-4,016
2098
$6K ﹤0.01%
321
-372
2099
– –
0
2100
$6K ﹤0.01%
300
82 83
84
85 86