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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
2101
$6K ﹤0.01%
+563
2102
$6K ﹤0.01%
50
-326
2103
$6K ﹤0.01%
242
-163
2104
$6K ﹤0.01%
200
2105
$6K ﹤0.01%
405
2106
$6K ﹤0.01%
1,200
-5,698
2107
$6K ﹤0.01%
+125
2108
$6K ﹤0.01%
24
-191
2109
$6K ﹤0.01%
111
-808
2110
$6K ﹤0.01%
160
-560
2111
$6K ﹤0.01%
98
-586
2112
$6K ﹤0.01%
207
-445
2113
$6K ﹤0.01%
500
2114
$6K ﹤0.01%
120
2115
$6K ﹤0.01%
150
-145
2116
$6K ﹤0.01%
132
-118
2117
$6K ﹤0.01%
50
-293
2118
$6K ﹤0.01%
+600
2119
$6K ﹤0.01%
+750
2120
$6K ﹤0.01%
115
-613
2121
$6K ﹤0.01%
100
-33
2122
$6K ﹤0.01%
16
-36
2123
$6K ﹤0.01%
585
2124
$6K ﹤0.01%
283
-950
2125
$6K ﹤0.01%
162
-44
83 84
85
86 87