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
3051
$2.28K ﹤0.01%
160
3052
$2.28K ﹤0.01%
94
3053
$2.28K ﹤0.01%
1,000
3054
$2.28K ﹤0.01%
71
3055
$2.26K ﹤0.01%
540
3056
$2.26K ﹤0.01%
42
3057
$2.25K ﹤0.01%
56
3058
$2.24K ﹤0.01%
48
-7
3059
$2.24K ﹤0.01%
30
3060
$2.23K ﹤0.01%
100
3061
$2.23K ﹤0.01%
60
3062
$2.22K ﹤0.01%
28
3063
$2.19K ﹤0.01%
+87
3064
$2.19K ﹤0.01%
+36
3065
$2.17K ﹤0.01%
27
-8
3066
$2.17K ﹤0.01%
81
3067
$2.16K ﹤0.01%
50
-50
3068
$2.15K ﹤0.01%
60
3069
$2.15K ﹤0.01%
100
3070
$2.14K ﹤0.01%
75
-182
3071
$2.13K ﹤0.01%
350
3072
$2.12K ﹤0.01%
+64
3073
$2.1K ﹤0.01%
59
-62
3074
$2.1K ﹤0.01%
19
-2
3075
$2.09K ﹤0.01%
500
121 122
123
124 125