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
3076
$2.08K ﹤0.01%
356
3077
$2.08K ﹤0.01%
150
3078
$2.05K ﹤0.01%
293
3079
$2.04K ﹤0.01%
47
3080
$2.04K ﹤0.01%
10
3081
$2.03K ﹤0.01%
72
-29
3082
$2.02K ﹤0.01%
1,162
3083
$2K ﹤0.01%
94
-9
3084
$1.98K ﹤0.01%
227
+38
3085
$1.97K ﹤0.01%
60
3086
$1.96K ﹤0.01%
300
3087
$1.96K ﹤0.01%
100
-1,040
3088
$1.96K ﹤0.01%
16
-6
3089
$1.95K ﹤0.01%
20
3090
$1.95K ﹤0.01%
+41
3091
$1.94K ﹤0.01%
14
-2
3092
$1.94K ﹤0.01%
+400
3093
$1.93K ﹤0.01%
26
-3
3094
$1.92K ﹤0.01%
40
3095
$1.92K ﹤0.01%
254
-53
3096
$1.92K ﹤0.01%
1,236
-11
3097
$1.91K ﹤0.01%
100
3098
$1.9K ﹤0.01%
300
3099
$1.9K ﹤0.01%
22
3100
$1.9K ﹤0.01%
120
122 123
124
125 126