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
3001
$2.71K ﹤0.01%
+500
3002
$2.7K ﹤0.01%
190
+5
3003
$2.7K ﹤0.01%
300
3004
$2.69K ﹤0.01%
148
3005
$2.69K ﹤0.01%
190
3006
$2.67K ﹤0.01%
53
-183
3007
$2.67K ﹤0.01%
116
3008
$2.65K ﹤0.01%
51
3009
$2.65K ﹤0.01%
69
+4
3010
$2.64K ﹤0.01%
144
3011
$2.63K ﹤0.01%
52
3012
$2.62K ﹤0.01%
44
3013
$2.62K ﹤0.01%
80
+30
3014
$2.6K ﹤0.01%
133
3015
$2.6K ﹤0.01%
26
3016
$2.6K ﹤0.01%
192
+1
3017
$2.57K ﹤0.01%
26
3018
$2.56K ﹤0.01%
9
3019
$2.54K ﹤0.01%
+132
3020
$2.54K ﹤0.01%
120
3021
$2.54K ﹤0.01%
92
-76
3022
$2.53K ﹤0.01%
700
3023
$2.52K ﹤0.01%
+500
3024
$2.52K ﹤0.01%
+124
3025
$2.5K ﹤0.01%
77
119 120
121
122 123