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
2826
$4.96K ﹤0.01%
150
2827
$4.96K ﹤0.01%
289
2828
$4.95K ﹤0.01%
528
2829
$4.92K ﹤0.01%
148
2830
$4.92K ﹤0.01%
800
2831
$4.91K ﹤0.01%
76
2832
$4.91K ﹤0.01%
526
2833
$4.9K ﹤0.01%
42
+28
2834
$4.89K ﹤0.01%
14
-33
2835
$4.88K ﹤0.01%
1,014
+9
2836
$4.87K ﹤0.01%
126
2837
$4.86K ﹤0.01%
96
+71
2838
$4.84K ﹤0.01%
166
2839
$4.84K ﹤0.01%
149
-2
2840
$4.82K ﹤0.01%
100
+10
2841
$4.8K ﹤0.01%
+189
2842
$4.75K ﹤0.01%
160
-641
2843
$4.74K ﹤0.01%
18
-1
2844
$4.63K ﹤0.01%
455
2845
$4.63K ﹤0.01%
650
-837
2846
$4.62K ﹤0.01%
100
2847
$4.6K ﹤0.01%
139
2848
$4.59K ﹤0.01%
920
-805
2849
$4.59K ﹤0.01%
300
2850
$4.57K ﹤0.01%
+80
112 113
114
115 116