HI
Harper Investing Portfolio holdings
AUM
$179M
This Quarter Return
-5.25%
1 Year Return
+14.45%
3 Year Return
+26.78%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.67%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$18.2M |
| 2 |
Vanguard Total Bond Market
BND
|
$14.3M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$7.47M |
| 4 |
Vanguard Health Care ETF
VHT
|
$5.47M |
| 5 |
Apple
AAPL
|
$5.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.12% |
| 2 | Healthcare | 5.69% |
| 3 | Communication Services | 3.6% |
| 4 | Consumer Discretionary | 2.81% |
| 5 | Financials | 2.46% |
