HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.5B
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.7M
3
+$9.05M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.73M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$6.17M

Top Sells

1
+$24.1M
2
+$15.9M
3
+$8.28M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.07M

Sector Composition

1 Technology 4.98%
2 Financials 2.51%
3 Consumer Staples 2.26%
4 Consumer Discretionary 1.83%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$10.3K ﹤0.01%
1,259
+10
2502
$10.3K ﹤0.01%
44
2503
$10.3K ﹤0.01%
94
2504
$10.3K ﹤0.01%
165
+2
2505
$10.2K ﹤0.01%
312
2506
$10.2K ﹤0.01%
1,246
2507
$10.2K ﹤0.01%
955
2508
$10.2K ﹤0.01%
+1,225
2509
$10.1K ﹤0.01%
89
2510
$10.1K ﹤0.01%
1,000
2511
$10.1K ﹤0.01%
965
2512
$10.1K ﹤0.01%
171
2513
$10K ﹤0.01%
180
2514
$9.93K ﹤0.01%
+519
2515
$9.92K ﹤0.01%
251
-23
2516
$9.92K ﹤0.01%
200
2517
$9.91K ﹤0.01%
177
+77
2518
$9.89K ﹤0.01%
+373
2519
$9.89K ﹤0.01%
814
2520
$9.87K ﹤0.01%
2,007
+1,004
2521
$9.87K ﹤0.01%
500
2522
$9.85K ﹤0.01%
168
+98
2523
$9.82K ﹤0.01%
212
2524
$9.79K ﹤0.01%
502
-9
2525
$9.78K ﹤0.01%
123
99 100
101
102 103