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
2901
$3.95K ﹤0.01%
177
2902
$3.95K ﹤0.01%
65
-3
2903
$3.94K ﹤0.01%
+96
2904
$3.94K ﹤0.01%
563
2905
$3.91K ﹤0.01%
204
2906
$3.88K ﹤0.01%
50
2907
$3.83K ﹤0.01%
100
2908
$3.83K ﹤0.01%
264
2909
$3.82K ﹤0.01%
56
2910
$3.8K ﹤0.01%
157
-7
2911
$3.77K ﹤0.01%
90
+1
2912
$3.77K ﹤0.01%
141
+16
2913
$3.75K ﹤0.01%
17
+16
2914
$3.75K ﹤0.01%
981
2915
$3.74K ﹤0.01%
53
2916
$3.74K ﹤0.01%
211
-52
2917
$3.72K ﹤0.01%
131
2918
$3.72K ﹤0.01%
3,441
2919
$3.7K ﹤0.01%
54
2920
$3.69K ﹤0.01%
163
2921
$3.67K ﹤0.01%
571
2922
$3.67K ﹤0.01%
172
2923
$3.66K ﹤0.01%
66
2924
$3.64K ﹤0.01%
204
2925
$3.63K ﹤0.01%
3,000
115 116
117
118 119