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
2651
$7.48K ﹤0.01%
455
2652
$7.43K ﹤0.01%
294
-1,858
2653
$7.41K ﹤0.01%
86
2654
$7.41K ﹤0.01%
84
2655
$7.4K ﹤0.01%
166
-24
2656
$7.4K ﹤0.01%
155
+148
2657
$7.4K ﹤0.01%
239
+39
2658
$7.39K ﹤0.01%
33
+2
2659
$7.38K ﹤0.01%
1,396
+396
2660
$7.38K ﹤0.01%
57
2661
$7.37K ﹤0.01%
180
-1,000
2662
$7.37K ﹤0.01%
715
2663
$7.33K ﹤0.01%
+283
2664
$7.31K ﹤0.01%
37
-2
2665
$7.3K ﹤0.01%
321
2666
$7.28K ﹤0.01%
103
2667
$7.27K ﹤0.01%
42
2668
$7.25K ﹤0.01%
150
2669
$7.25K ﹤0.01%
114
2670
$7.22K ﹤0.01%
332
2671
$7.22K ﹤0.01%
1,736
+200
2672
$7.22K ﹤0.01%
196
+127
2673
$7.2K ﹤0.01%
480
+192
2674
$7.2K ﹤0.01%
1,005
2675
$7.17K ﹤0.01%
1,027
105 106
107
108 109