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
2876
$4.23K ﹤0.01%
964
+250
2877
$4.21K ﹤0.01%
144
2878
$4.2K ﹤0.01%
75
2879
$4.16K ﹤0.01%
91
-87
2880
$4.12K ﹤0.01%
889
+36
2881
$4.12K ﹤0.01%
40
2882
$4.1K ﹤0.01%
390
2883
$4.1K ﹤0.01%
135
2884
$4.1K ﹤0.01%
160
2885
$4.09K ﹤0.01%
9
2886
$4.09K ﹤0.01%
107
2887
$4.08K ﹤0.01%
98
2888
$4.08K ﹤0.01%
1,100
+300
2889
$4.06K ﹤0.01%
57
2890
$4.05K ﹤0.01%
112
2891
$4.04K ﹤0.01%
50
2892
$4.02K ﹤0.01%
122
-4
2893
$4.02K ﹤0.01%
102
2894
$3.99K ﹤0.01%
354
2895
$3.99K ﹤0.01%
50
2896
$3.98K ﹤0.01%
178
2897
$3.98K ﹤0.01%
1,000
+990
2898
$3.98K ﹤0.01%
104
2899
$3.98K ﹤0.01%
+105
2900
$3.95K ﹤0.01%
157
-303
114 115
116
117 118