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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
2301
$3K ﹤0.01%
30
-359
2302
$3K ﹤0.01%
26
-225
2303
$3K ﹤0.01%
+65
2304
$3K ﹤0.01%
300
-431
2305
$3K ﹤0.01%
200
2306
$3K ﹤0.01%
+126
2307
$3K ﹤0.01%
224
2308
$3K ﹤0.01%
243
-6,566
2309
$3K ﹤0.01%
163
2310
$3K ﹤0.01%
57
-5,326
2311
$3K ﹤0.01%
184
-468
2312
$3K ﹤0.01%
+60
2313
$3K ﹤0.01%
100
-300
2314
$3K ﹤0.01%
57
-45
2315
$3K ﹤0.01%
323
2316
$3K ﹤0.01%
11
-112
2317
$3K ﹤0.01%
50
2318
$3K ﹤0.01%
200
-560
2319
$3K ﹤0.01%
240
-2,111
2320
$3K ﹤0.01%
400
-7,400
2321
$3K ﹤0.01%
17
-385
2322
$3K ﹤0.01%
40
-50
2323
$3K ﹤0.01%
120
-1,316
2324
$3K ﹤0.01%
16
-91
2325
$3K ﹤0.01%
+100
91 92
93
94 95