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
2601
$8.41K ﹤0.01%
396
-264
2602
$8.4K ﹤0.01%
369
2603
$8.38K ﹤0.01%
27
+16
2604
$8.37K ﹤0.01%
304
-85
2605
$8.34K ﹤0.01%
+1,000
2606
$8.33K ﹤0.01%
160
2607
$8.29K ﹤0.01%
25
-1
2608
$8.23K ﹤0.01%
53
+1
2609
$8.18K ﹤0.01%
1,484
2610
$8.16K ﹤0.01%
876
2611
$8.13K ﹤0.01%
31
2612
$8.12K ﹤0.01%
284
2613
$8.11K ﹤0.01%
1,249
-222
2614
$8.11K ﹤0.01%
260
-83
2615
$8.1K ﹤0.01%
165
2616
$8.06K ﹤0.01%
66
+1
2617
$8.02K ﹤0.01%
85
2618
$8.01K ﹤0.01%
160
2619
$8.01K ﹤0.01%
500
2620
$8.01K ﹤0.01%
394
+391
2621
$7.99K ﹤0.01%
+40
2622
$7.96K ﹤0.01%
301
-858
2623
$7.95K ﹤0.01%
320
2624
$7.95K ﹤0.01%
117
+2
2625
$7.91K ﹤0.01%
270
+1
103 104
105
106 107