HI
Harper Investing Portfolio holdings
AUM
$179M
1-Year Return
14.45%
This Quarter Return
+1.06%
1 Year Return
+14.45%
3 Year Return
+26.78%
5 Year Return
–
10 Year Return
–
AUM
$80.5M
AUM Growth
-$523K
(-0.65%)
Cap. Flow
-$2.97M
Cap. Flow
% of AUM
-3.69%
Top 10 Holdings %
Top 10 Hldgs %
94.97%
Holding
46
New
2
Increased
2
Reduced
18
Closed
24
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$27.2M |
| 2 |
ProShares UltraPro Short QQQ
SQQQ
|
$1.38M |
| 3 |
Oracle
ORCL
|
$223K |
| 4 |
Equinix
EQIX
|
$2.89K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$5.05M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.24M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$2.29M |
| 4 |
Vanguard Health Care ETF
VHT
|
$1.52M |
| 5 |
Merck
MRK
|
$1.41M |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Healthcare | 0.84% |
| 3 | Real Estate | 0.78% |
| 4 | Communication Services | 0.49% |
| 5 | Consumer Discretionary | 0.4% |
