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
2976
$3.09K ﹤0.01%
153
+10
2977
$3.08K ﹤0.01%
+200
2978
$3.04K ﹤0.01%
+116
2979
$3.04K ﹤0.01%
994
2980
$2.99K ﹤0.01%
189
2981
$2.98K ﹤0.01%
189
2982
$2.98K ﹤0.01%
1,039
2983
$2.98K ﹤0.01%
+116
2984
$2.98K ﹤0.01%
189
-50
2985
$2.96K ﹤0.01%
299
-435
2986
$2.94K ﹤0.01%
9
+2
2987
$2.91K ﹤0.01%
123
-19
2988
$2.91K ﹤0.01%
96
2989
$2.89K ﹤0.01%
405
2990
$2.88K ﹤0.01%
500
2991
$2.86K ﹤0.01%
1,000
2992
$2.85K ﹤0.01%
76
2993
$2.85K ﹤0.01%
63
2994
$2.83K ﹤0.01%
132
2995
$2.77K ﹤0.01%
309
2996
$2.75K ﹤0.01%
230
-200
2997
$2.75K ﹤0.01%
32
2998
$2.74K ﹤0.01%
276
2999
$2.74K ﹤0.01%
280
3000
$2.71K ﹤0.01%
+75
118 119
120
121 122