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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
2151
$6K ﹤0.01%
100
-992
2152
$5K ﹤0.01%
275
-257
2153
$5K ﹤0.01%
285
2154
$5K ﹤0.01%
150
-280
2155
$5K ﹤0.01%
198
+68
2156
$5K ﹤0.01%
471
+86
2157
$5K ﹤0.01%
300
-205
2158
$5K ﹤0.01%
113
-18
2159
$5K ﹤0.01%
211
-1,763
2160
$5K ﹤0.01%
100
-137
2161
$5K ﹤0.01%
+328
2162
$5K ﹤0.01%
653
2163
$5K ﹤0.01%
41
-260
2164
$5K ﹤0.01%
97
2165
$5K ﹤0.01%
272
2166
$5K ﹤0.01%
+220
2167
$5K ﹤0.01%
40
-366
2168
$5K ﹤0.01%
53
-134
2169
$5K ﹤0.01%
16
-88
2170
$5K ﹤0.01%
100
-55
2171
$5K ﹤0.01%
400
-321
2172
$5K ﹤0.01%
+423
2173
$5K ﹤0.01%
122
-78
2174
$5K ﹤0.01%
500
2175
$5K ﹤0.01%
612
-95
85 86
87
88 89