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HI

Harper Investing Portfolio holdings

AUM $229M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$1.85M
3
+$210K
4
EQIX icon
Equinix
EQIX
+$2.82K

Top Sells

1
+$5.01M
2
+$3.21M
3
+$2.1M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.53M
5
MRK icon
Merck
MRK
+$1.43M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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33
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34
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35
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37
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43
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46
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