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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
2551
$13K ﹤0.01%
400
2552
$13K ﹤0.01%
206
2553
$13K ﹤0.01%
39
-2,358
2554
$13K ﹤0.01%
469
-94
2555
$13K ﹤0.01%
484
2556
$13K ﹤0.01%
366
-1,359
2557
$12.9K ﹤0.01%
542
2558
$12.9K ﹤0.01%
541
2559
$12.9K ﹤0.01%
+250
2560
$12.9K ﹤0.01%
82
2561
$12.9K ﹤0.01%
205
+2
2562
$12.8K ﹤0.01%
262
2563
$12.8K ﹤0.01%
4,500
2564
$12.8K ﹤0.01%
570
2565
$12.8K ﹤0.01%
245
-97
2566
$12.8K ﹤0.01%
89
2567
$12.8K ﹤0.01%
181
+14
2568
$12.8K ﹤0.01%
1,392
+1,384
2569
$12.7K ﹤0.01%
308
2570
$12.6K ﹤0.01%
515
+8
2571
$12.5K ﹤0.01%
300
2572
$12.5K ﹤0.01%
233
+133
2573
$12.4K ﹤0.01%
+454
2574
$12.4K ﹤0.01%
500
2575
$12.4K ﹤0.01%
384
101 102
103
104 105