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
2676
$7.16K ﹤0.01%
200
2677
$7.15K ﹤0.01%
50
2678
$7.14K ﹤0.01%
17
+5
2679
$7.06K ﹤0.01%
132
2680
$7.02K ﹤0.01%
161
+35
2681
$7.01K ﹤0.01%
231
2682
$7.01K ﹤0.01%
22
-3
2683
$7K ﹤0.01%
60
+36
2684
$6.99K ﹤0.01%
200
2685
$6.98K ﹤0.01%
+800
2686
$6.94K ﹤0.01%
164
+1
2687
$6.92K ﹤0.01%
2,000
2688
$6.9K ﹤0.01%
176
-35
2689
$6.88K ﹤0.01%
+1,000
2690
$6.88K ﹤0.01%
163
+1
2691
$6.83K ﹤0.01%
91
+90
2692
$6.81K ﹤0.01%
320
2693
$6.81K ﹤0.01%
206
-67
2694
$6.8K ﹤0.01%
262
-15
2695
$6.8K ﹤0.01%
248
+97
2696
$6.8K ﹤0.01%
95
2697
$6.79K ﹤0.01%
+142
2698
$6.78K ﹤0.01%
730
+165
2699
$6.78K ﹤0.01%
117
+22
2700
$6.77K ﹤0.01%
65
106 107
108
109 110