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
2701
$6.74K ﹤0.01%
119
2702
$6.73K ﹤0.01%
336
+246
2703
$6.72K ﹤0.01%
493
2704
$6.71K ﹤0.01%
255
+130
2705
$6.7K ﹤0.01%
90
2706
$6.69K ﹤0.01%
115
2707
$6.69K ﹤0.01%
491
2708
$6.68K ﹤0.01%
45
+12
2709
$6.63K ﹤0.01%
215
2710
$6.62K ﹤0.01%
58
-162
2711
$6.61K ﹤0.01%
92
2712
$6.61K ﹤0.01%
162
2713
$6.59K ﹤0.01%
33
2714
$6.58K ﹤0.01%
319
+11
2715
$6.57K ﹤0.01%
575
2716
$6.56K ﹤0.01%
100
2717
$6.5K ﹤0.01%
92
-3
2718
$6.5K ﹤0.01%
70
-64
2719
$6.49K ﹤0.01%
236
2720
$6.48K ﹤0.01%
5,105
+4,975
2721
$6.43K ﹤0.01%
51
2722
$6.43K ﹤0.01%
124
2723
$6.42K ﹤0.01%
96
+14
2724
$6.4K ﹤0.01%
605
+159
2725
$6.39K ﹤0.01%
40
107 108
109
110 111