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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$9.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.59M

Top Sells

1
+$10.4M
2
+$7.64M
3
+$7.45M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.5M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.02M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.58M 0.08%
120,755
-16,200
227
$3.56M 0.08%
81,724
-13,746
228
$3.51M 0.08%
75,680
+56,387
229
$3.51M 0.08%
31,358
-602
230
$3.46M 0.08%
25,811
+1,523
231
$3.45M 0.08%
35,251
+5,475
232
$3.44M 0.08%
137,840
-742
233
$3.41M 0.08%
73,084
-7,393
234
$3.41M 0.08%
75,691
-428
235
$3.4M 0.08%
88,525
-96,143
236
$3.38M 0.08%
12,100
+760
237
$3.38M 0.08%
20,184
-236
238
$3.36M 0.08%
129,622
+13,041
239
$3.34M 0.08%
23,980
-14,799
240
$3.32M 0.08%
39,434
+16,993
241
$3.27M 0.07%
11,691
-498
242
$3.23M 0.07%
191,394
+10,357
243
$3.23M 0.07%
97,399
+1,565
244
$3.17M 0.07%
22,559
-413
245
$3.15M 0.07%
134,384
+10,722
246
$3.15M 0.07%
71,982
-1,531
247
$3.12M 0.07%
18,618
-26
248
$3.07M 0.07%
32,558
+370
249
$3.05M 0.07%
11,258
+2,573
250
$3.04M 0.07%
440,163
+3,868
8 9
10
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