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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
2126
$6K ﹤0.01%
+58
2127
$6K ﹤0.01%
244
-9,009
2128
$6K ﹤0.01%
41
-125
2129
$6K ﹤0.01%
136
+36
2130
$6K ﹤0.01%
272
-713
2131
$6K ﹤0.01%
95
+80
2132
$6K ﹤0.01%
130
+117
2133
$6K ﹤0.01%
27
-259
2134
$6K ﹤0.01%
500
-2,134
2135
$6K ﹤0.01%
20
-50
2136
$6K ﹤0.01%
143
-550
2137
$6K ﹤0.01%
191
-5,989
2138
$6K ﹤0.01%
5
-31
2139
$6K ﹤0.01%
+116
2140
$6K ﹤0.01%
+408
2141
$6K ﹤0.01%
50
-605
2142
$6K ﹤0.01%
100
-235
2143
$6K ﹤0.01%
223
2144
$6K ﹤0.01%
345
2145
$6K ﹤0.01%
140
-114
2146
$6K ﹤0.01%
300
-3,635
2147
$6K ﹤0.01%
1,402
+1,278
2148
$6K ﹤0.01%
+200
2149
$6K ﹤0.01%
555
-22,783
2150
$6K ﹤0.01%
100
84 85
86
87 88