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
3126
$1.71K ﹤0.01%
800
3127
$1.7K ﹤0.01%
455
3128
$1.69K ﹤0.01%
62
+43
3129
$1.68K ﹤0.01%
14
3130
$1.65K ﹤0.01%
777
3131
$1.64K ﹤0.01%
57
-15
3132
$1.64K ﹤0.01%
55
-59
3133
$1.62K ﹤0.01%
+84
3134
$1.6K ﹤0.01%
43
3135
$1.59K ﹤0.01%
82
3136
$1.59K ﹤0.01%
25
-35
3137
$1.58K ﹤0.01%
19
3138
$1.57K ﹤0.01%
100
3139
$1.56K ﹤0.01%
37
+11
3140
$1.55K ﹤0.01%
43
-389
3141
$1.54K ﹤0.01%
100
3142
$1.52K ﹤0.01%
100
-27
3143
$1.51K ﹤0.01%
48
-1
3144
$1.51K ﹤0.01%
425
3145
$1.51K ﹤0.01%
93
+44
3146
$1.5K ﹤0.01%
64
+57
3147
$1.5K ﹤0.01%
120
3148
$1.49K ﹤0.01%
30
3149
$1.48K ﹤0.01%
56
3150
$1.48K ﹤0.01%
56
124 125
126
127 128