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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
2351
$3K ﹤0.01%
75
2352
$3K ﹤0.01%
200
2353
$3K ﹤0.01%
+75
2354
$3K ﹤0.01%
30
2355
$3K ﹤0.01%
1,381
2356
$3K ﹤0.01%
300
2357
$3K ﹤0.01%
60
-691
2358
$3K ﹤0.01%
114
-117
2359
$3K ﹤0.01%
58
-76
2360
$3K ﹤0.01%
200
-1,131
2361
$3K ﹤0.01%
1,300
2362
$3K ﹤0.01%
109
-38
2363
$3K ﹤0.01%
275
2364
$3K ﹤0.01%
+58
2365
$3K ﹤0.01%
+49
2366
$2K ﹤0.01%
30
-197
2367
$2K ﹤0.01%
20
-9
2368
$2K ﹤0.01%
51
-772
2369
$2K ﹤0.01%
35
-8
2370
$2K ﹤0.01%
53
-5
2371
$2K ﹤0.01%
110
2372
$2K ﹤0.01%
120
2373
$2K ﹤0.01%
66
-525
2374
$2K ﹤0.01%
39
-1,335
2375
$2K ﹤0.01%
13
-73
93 94
95
96 97