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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
2451
$2K ﹤0.01%
1,000
-475
2452
$2K ﹤0.01%
266
-44,575
2453
$2K ﹤0.01%
50
-639
2454
$2K ﹤0.01%
160
2455
$2K ﹤0.01%
50
-19,254
2456
$2K ﹤0.01%
50
-3,505
2457
$2K ﹤0.01%
35
-71
2458
$2K ﹤0.01%
25
-713
2459
$2K ﹤0.01%
8
-490
2460
$2K ﹤0.01%
25
-5
2461
$2K ﹤0.01%
100
2462
$2K ﹤0.01%
+81
2463
$2K ﹤0.01%
58
-229
2464
$2K ﹤0.01%
400
-108
2465
$1K ﹤0.01%
152
-82
2466
$1K ﹤0.01%
20
-434
2467
$1K ﹤0.01%
18
-60
2468
$1K ﹤0.01%
+2
2469
$1K ﹤0.01%
200
2470
$1K ﹤0.01%
55
-385
2471
$1K ﹤0.01%
21
+17
2472
$1K ﹤0.01%
12
-146
2473
$1K ﹤0.01%
54
-545
2474
$1K ﹤0.01%
181
-475
2475
$1K ﹤0.01%
93
-1,042
97 98
99
100 101