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
2776
$5.6K ﹤0.01%
290
2777
$5.59K ﹤0.01%
131
+25
2778
$5.59K ﹤0.01%
131
+1
2779
$5.58K ﹤0.01%
4,500
2780
$5.56K ﹤0.01%
3
+2
2781
$5.56K ﹤0.01%
143
-996
2782
$5.56K ﹤0.01%
1,075
2783
$5.56K ﹤0.01%
210
2784
$5.53K ﹤0.01%
15
+5
2785
$5.5K ﹤0.01%
82
-50
2786
$5.5K ﹤0.01%
+2,500
2787
$5.47K ﹤0.01%
375
2788
$5.46K ﹤0.01%
45
2789
$5.46K ﹤0.01%
43
2790
$5.46K ﹤0.01%
200
2791
$5.46K ﹤0.01%
113
2792
$5.44K ﹤0.01%
64
-26
2793
$5.42K ﹤0.01%
69
+29
2794
$5.41K ﹤0.01%
16
+1
2795
$5.4K ﹤0.01%
107
2796
$5.4K ﹤0.01%
+550
2797
$5.37K ﹤0.01%
180
2798
$5.37K ﹤0.01%
156
2799
$5.36K ﹤0.01%
195
2800
$5.34K ﹤0.01%
100
110 111
112
113 114