HI

Harper Investing Portfolio holdings

AUM $179M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$962K
2 +$664K
3 +$634K
4
AMZN icon
Amazon
AMZN
+$628K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$518K

Top Sells

1 +$969K
2 +$613K
3 +$319K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$256K
5
NFLX icon
Netflix
NFLX
+$232K

Sector Composition

1 Healthcare 5.97%
2 Technology 5.1%
3 Communication Services 3.16%
4 Financials 2.65%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,710