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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
2176
$5K ﹤0.01%
254
-5,655
2177
$5K ﹤0.01%
145
+4
2178
$5K ﹤0.01%
152
+1
2179
$5K ﹤0.01%
80
-700
2180
$5K ﹤0.01%
187
-1,100
2181
$5K ﹤0.01%
152
-448
2182
$5K ﹤0.01%
142
2183
$5K ﹤0.01%
100
-155
2184
$5K ﹤0.01%
169
2185
$5K ﹤0.01%
200
-21,732
2186
$5K ﹤0.01%
845
-3,160
2187
$5K ﹤0.01%
200
2188
$5K ﹤0.01%
150
-730
2189
$5K ﹤0.01%
1,357
-5,866
2190
$5K ﹤0.01%
15
2191
$5K ﹤0.01%
75
-511
2192
$5K ﹤0.01%
36
-33
2193
$5K ﹤0.01%
100
2194
$5K ﹤0.01%
43
-19
2195
$5K ﹤0.01%
141
-512
2196
– –
0
2197
$5K ﹤0.01%
61
-18
2198
$5K ﹤0.01%
404
+2
2199
$5K ﹤0.01%
200
2200
$5K ﹤0.01%
44
86 87
88
89 90