HI
Harper Investing Portfolio holdings
AUM
$179M
1-Year Est. Return
14.45%
1 Year Est. Return
+14.45%
AUM
$151M
AUM Growth
+$15.2M
(+11%)
Holding
53
Top Buys
| 1 | +$3.62M | |
| 2 | +$1.5M | |
| 3 | +$1.44M | |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.26M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
+$1.19M |
Top Sells
| 1 | +$1.09M | |
| 2 | +$760K | |
| 3 | +$615K | |
| 4 |
Plexus
PLXS
|
+$388K |
| 5 |
Oracle
ORCL
|
+$331K |
Sector Composition
| 1 | Technology | 18.36% |
| 2 | Communication Services | 4.04% |
| 3 | Consumer Discretionary | 3.6% |
| 4 | Healthcare | 3.06% |
| 5 | Financials | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Plexus
PLXS
$3.93B
| – | – |
-2,479
|
|
||
52
Western Digital
WDC
$59B
| – | – |
-13,647
|
|
||
|
53
Oracle
ORCL
$688B
| – | – |
-1,987
|
|