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
2626
$7.88K ﹤0.01%
109
2627
$7.88K ﹤0.01%
180
2628
$7.86K ﹤0.01%
165
2629
$7.83K ﹤0.01%
270
2630
$7.83K ﹤0.01%
165
2631
$7.82K ﹤0.01%
433
2632
$7.82K ﹤0.01%
276
2633
$7.81K ﹤0.01%
120
+70
2634
$7.8K ﹤0.01%
312
-27
2635
$7.77K ﹤0.01%
95
2636
$7.74K ﹤0.01%
356
2637
$7.73K ﹤0.01%
527
-943
2638
$7.7K ﹤0.01%
251
2639
$7.68K ﹤0.01%
634
+12
2640
$7.67K ﹤0.01%
281
2641
$7.66K ﹤0.01%
191
-823
2642
$7.62K ﹤0.01%
141
2643
$7.62K ﹤0.01%
264
+186
2644
$7.61K ﹤0.01%
316
2645
$7.6K ﹤0.01%
140
2646
$7.59K ﹤0.01%
885
+50
2647
$7.59K ﹤0.01%
1,155
2648
$7.53K ﹤0.01%
375
-485
2649
$7.5K ﹤0.01%
445
2650
$7.5K ﹤0.01%
351
104 105
106
107 108