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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
2201
$5K ﹤0.01%
58
+21
2202
$5K ﹤0.01%
87
2203
$5K ﹤0.01%
25
2204
$5K ﹤0.01%
42
2205
$5K ﹤0.01%
300
2206
$5K ﹤0.01%
+200
2207
$5K ﹤0.01%
250
2208
$5K ﹤0.01%
104
-6
2209
$5K ﹤0.01%
+83
2210
$5K ﹤0.01%
100
-160
2211
$5K ﹤0.01%
31
2212
$5K ﹤0.01%
70
-579
2213
$4K ﹤0.01%
66
2214
$4K ﹤0.01%
+80
2215
$4K ﹤0.01%
37
-126
2216
$4K ﹤0.01%
80
2217
$4K ﹤0.01%
304
-100
2218
$4K ﹤0.01%
100
2219
$4K ﹤0.01%
250
2220
$4K ﹤0.01%
13
-168
2221
$4K ﹤0.01%
100
-205
2222
$4K ﹤0.01%
200
-5,000
2223
$4K ﹤0.01%
100
-56,528
2224
$4K ﹤0.01%
+123
2225
$4K ﹤0.01%
34
87 88
89
90 91