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
2551
$9.41K ﹤0.01%
612
-107
2552
$9.4K ﹤0.01%
368
+1
2553
$9.38K ﹤0.01%
100
2554
$9.29K ﹤0.01%
174
2555
$9.28K ﹤0.01%
93
2556
$9.27K ﹤0.01%
179
2557
$9.23K ﹤0.01%
316
2558
$9.21K ﹤0.01%
278
2559
$9.21K ﹤0.01%
219
2560
$9.21K ﹤0.01%
324
+163
2561
$9.19K ﹤0.01%
103
-255
2562
$9.17K ﹤0.01%
301
2563
$9.16K ﹤0.01%
140
+30
2564
$9.15K ﹤0.01%
135
2565
$9.14K ﹤0.01%
+500
2566
$9.13K ﹤0.01%
+465
2567
$9.1K ﹤0.01%
300
-1,235
2568
$9.08K ﹤0.01%
207
2569
$9.08K ﹤0.01%
3,479
+106
2570
$9.07K ﹤0.01%
850
2571
$9.04K ﹤0.01%
114
-39
2572
$9.03K ﹤0.01%
257
+1
2573
$8.99K ﹤0.01%
416
+364
2574
$8.99K ﹤0.01%
348
+95
2575
$8.98K ﹤0.01%
+369
101 102
103
104 105