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
2926
$3.63K ﹤0.01%
+89
2927
$3.62K ﹤0.01%
75
-3,014
2928
$3.6K ﹤0.01%
160
2929
$3.59K ﹤0.01%
114
+31
2930
$3.58K ﹤0.01%
131
2931
$3.57K ﹤0.01%
70
2932
$3.55K ﹤0.01%
124
-172
2933
$3.55K ﹤0.01%
250
2934
$3.54K ﹤0.01%
3
2935
$3.54K ﹤0.01%
95
2936
$3.54K ﹤0.01%
26
+16
2937
$3.52K ﹤0.01%
4,471
2938
$3.52K ﹤0.01%
2,708
2939
$3.5K ﹤0.01%
41
-50
2940
$3.49K ﹤0.01%
134
+1
2941
$3.49K ﹤0.01%
+170
2942
$3.49K ﹤0.01%
300
2943
$3.46K ﹤0.01%
38
2944
$3.45K ﹤0.01%
90
-237
2945
$3.44K ﹤0.01%
105
2946
$3.42K ﹤0.01%
126
+20
2947
$3.42K ﹤0.01%
85
2948
$3.42K ﹤0.01%
61
2949
$3.38K ﹤0.01%
28
2950
$3.38K ﹤0.01%
33
116 117
118
119 120