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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
$2.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,808
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$68.2M
3
+$63.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$62.9M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$51.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.82%
2 Consumer Staples 3.75%
3 Consumer Discretionary 3.72%
4 Healthcare 3.63%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$14K ﹤0.01%
+375
2427
$14K ﹤0.01%
+3,050
2428
$14K ﹤0.01%
+756
2429
$14K ﹤0.01%
+300
2430
$14K ﹤0.01%
+1,500
2431
$14K ﹤0.01%
+117
2432
$14K ﹤0.01%
+1,077
2433
$14K ﹤0.01%
+500
2434
$14K ﹤0.01%
+91
2435
$14K ﹤0.01%
+237
2436
$14K ﹤0.01%
+535
2437
$14K ﹤0.01%
+143
2438
$14K ﹤0.01%
+100
2439
$13K ﹤0.01%
+106
2440
$13K ﹤0.01%
+210
2441
$13K ﹤0.01%
+315
2442
$13K ﹤0.01%
+500
2443
$13K ﹤0.01%
+85
2444
$13K ﹤0.01%
+3,500
2445
$13K ﹤0.01%
+358
2446
$13K ﹤0.01%
+98
2447
$13K ﹤0.01%
+477
2448
$13K ﹤0.01%
+400
2449
$13K ﹤0.01%
+700
2450
$13K ﹤0.01%
+1,220
96 97
98
99 100