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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
2401
$2K ﹤0.01%
23
2402
$2K ﹤0.01%
20
-7
2403
$2K ﹤0.01%
10
-348
2404
$2K ﹤0.01%
310
-252
2405
$2K ﹤0.01%
34
-278
2406
$2K ﹤0.01%
10
-11
2407
$2K ﹤0.01%
100
-2,100
2408
$2K ﹤0.01%
11
-236
2409
$2K ﹤0.01%
100
-2,026
2410
$2K ﹤0.01%
200
-617
2411
$2K ﹤0.01%
63
-1,799
2412
$2K ﹤0.01%
65
2413
$2K ﹤0.01%
280
-554
2414
$2K ﹤0.01%
200
-1,515
2415
$2K ﹤0.01%
35
2416
$2K ﹤0.01%
400
-175
2417
$2K ﹤0.01%
+189
2418
$2K ﹤0.01%
+50
2419
$2K ﹤0.01%
+40
2420
$2K ﹤0.01%
+48
2421
$2K ﹤0.01%
44
2422
$2K ﹤0.01%
200
2423
$2K ﹤0.01%
100
2424
$2K ﹤0.01%
300
-100
2425
$2K ﹤0.01%
58
95 96
97
98 99