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
3176
$1.32K ﹤0.01%
16
3177
$1.32K ﹤0.01%
+15
3178
$1.32K ﹤0.01%
28
3179
$1.31K ﹤0.01%
21
3180
$1.29K ﹤0.01%
18
-22
3181
$1.29K ﹤0.01%
+26
3182
$1.28K ﹤0.01%
33
-44
3183
$1.28K ﹤0.01%
46
3184
$1.26K ﹤0.01%
79
3185
$1.26K ﹤0.01%
25
3186
$1.25K ﹤0.01%
+125
3187
$1.25K ﹤0.01%
17
+7
3188
$1.25K ﹤0.01%
1,000
3189
$1.24K ﹤0.01%
50
3190
$1.24K ﹤0.01%
+64
3191
$1.23K ﹤0.01%
40
3192
$1.23K ﹤0.01%
29
3193
$1.22K ﹤0.01%
15
3194
$1.22K ﹤0.01%
100
3195
$1.21K ﹤0.01%
30
3196
$1.21K ﹤0.01%
7
3197
$1.21K ﹤0.01%
120
3198
$1.21K ﹤0.01%
15
3199
$1.19K ﹤0.01%
+27
3200
$1.18K ﹤0.01%
2
126 127
128
129 130