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
2576
$8.97K ﹤0.01%
222
+42
2577
$8.96K ﹤0.01%
36
2578
$8.95K ﹤0.01%
53
-29
2579
$8.9K ﹤0.01%
1,910
2580
$8.87K ﹤0.01%
291
2581
$8.84K ﹤0.01%
230
2582
$8.83K ﹤0.01%
+349
2583
$8.74K ﹤0.01%
312
2584
$8.74K ﹤0.01%
174
+83
2585
$8.73K ﹤0.01%
87
2586
$8.72K ﹤0.01%
+500
2587
$8.71K ﹤0.01%
449
2588
$8.71K ﹤0.01%
70
2589
$8.7K ﹤0.01%
328
2590
$8.7K ﹤0.01%
83
-2
2591
$8.63K ﹤0.01%
13,000
2592
$8.61K ﹤0.01%
134
2593
$8.52K ﹤0.01%
101
+10
2594
$8.51K ﹤0.01%
108
+17
2595
$8.51K ﹤0.01%
1,988
2596
$8.51K ﹤0.01%
349
-674
2597
$8.5K ﹤0.01%
+156
2598
$8.44K ﹤0.01%
220
+65
2599
$8.43K ﹤0.01%
56
-4
2600
$8.43K ﹤0.01%
59
+1
102 103
104
105 106