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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
$2.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,808
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$68.2M
3
+$63.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$62.9M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$51.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.82%
2 Consumer Staples 3.75%
3 Consumer Discretionary 3.72%
4 Healthcare 3.63%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$22K ﹤0.01%
+906
2152
$22K ﹤0.01%
+1,356
2153
$22K ﹤0.01%
+244
2154
$22K ﹤0.01%
+211
2155
$22K ﹤0.01%
+2,000
2156
$22K ﹤0.01%
+123
2157
$22K ﹤0.01%
+383
2158
$22K ﹤0.01%
+2,712
2159
$22K ﹤0.01%
+269
2160
$22K ﹤0.01%
+254
2161
$22K ﹤0.01%
+1,580
2162
$22K ﹤0.01%
+600
2163
$22K ﹤0.01%
+910
2164
$22K ﹤0.01%
+135
2165
$22K ﹤0.01%
+107
2166
$22K ﹤0.01%
+510
2167
$22K ﹤0.01%
+415
2168
$22K ﹤0.01%
+1,024
2169
$22K ﹤0.01%
+298
2170
$21K ﹤0.01%
+1,200
2171
$21K ﹤0.01%
+523
2172
$21K ﹤0.01%
+216
2173
$21K ﹤0.01%
+243
2174
$21K ﹤0.01%
+200
2175
$21K ﹤0.01%
+380
85 86
87
88 89