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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
2226
$4K ﹤0.01%
37
-897
2227
$4K ﹤0.01%
40
2228
$4K ﹤0.01%
19
2229
$4K ﹤0.01%
367
-3,965
2230
$4K ﹤0.01%
83
-1,232
2231
$4K ﹤0.01%
109
-126
2232
$4K ﹤0.01%
60
-625
2233
$4K ﹤0.01%
114
-800
2234
$4K ﹤0.01%
500
2235
$4K ﹤0.01%
192
2236
$4K ﹤0.01%
100
2237
$4K ﹤0.01%
68
-40
2238
$4K ﹤0.01%
132
2239
$4K ﹤0.01%
100
-600
2240
$4K ﹤0.01%
50
2241
$4K ﹤0.01%
37
-5,027
2242
$4K ﹤0.01%
125
-242
2243
$4K ﹤0.01%
7
-68
2244
$4K ﹤0.01%
700
+400
2245
$4K ﹤0.01%
181
-513
2246
$4K ﹤0.01%
100
-1,106
2247
$4K ﹤0.01%
72
-517
2248
$4K ﹤0.01%
24
2249
$4K ﹤0.01%
83
-1,276
2250
$4K ﹤0.01%
80
-200
88 89
90
91 92