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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
2251
$4K ﹤0.01%
70
-142
2252
$4K ﹤0.01%
190
-5,397
2253
$4K ﹤0.01%
80
2254
$4K ﹤0.01%
50
-2,384
2255
$4K ﹤0.01%
118
-122
2256
$4K ﹤0.01%
200
-1,490
2257
$4K ﹤0.01%
+31
2258
$4K ﹤0.01%
1,131
-1,018
2259
$4K ﹤0.01%
300
-2,695
2260
$4K ﹤0.01%
52
-139
2261
$4K ﹤0.01%
50
2262
$4K ﹤0.01%
200
+41
2263
$4K ﹤0.01%
+35
2264
$4K ﹤0.01%
89
-8,208
2265
$4K ﹤0.01%
+500
2266
$4K ﹤0.01%
315
-779
2267
$4K ﹤0.01%
100
-250
2268
$4K ﹤0.01%
296
-873
2269
$4K ﹤0.01%
398
-1,974
2270
$4K ﹤0.01%
85
-25
2271
$4K ﹤0.01%
300
-100
2272
$4K ﹤0.01%
100
2273
$4K ﹤0.01%
78
2274
$4K ﹤0.01%
350
2275
$4K ﹤0.01%
200
-2,980
89 90
91
92 93