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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$9.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.59M

Top Sells

1
+$10.4M
2
+$7.64M
3
+$7.45M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.5M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.02M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3451
$760 ﹤0.01%
200
3452
$759 ﹤0.01%
12
+7
3453
$758 ﹤0.01%
67
3454
$752 ﹤0.01%
+132
3455
$744 ﹤0.01%
237
3456
$743 ﹤0.01%
6
3457
$742 ﹤0.01%
31
-248
3458
$737 ﹤0.01%
85
3459
$733 ﹤0.01%
18
+2
3460
$728 ﹤0.01%
250
3461
$714 ﹤0.01%
378
+144
3462
$710 ﹤0.01%
12
-21
3463
$707 ﹤0.01%
36
3464
$702 ﹤0.01%
+65
3465
$701 ﹤0.01%
19
3466
$688 ﹤0.01%
45
-400
3467
$687 ﹤0.01%
11
3468
$683 ﹤0.01%
10
3469
$678 ﹤0.01%
50
-600
3470
$669 ﹤0.01%
+13
3471
$660 ﹤0.01%
25
3472
$658 ﹤0.01%
+50
3473
$643 ﹤0.01%
392
3474
$642 ﹤0.01%
50
3475
$638 ﹤0.01%
13
-48
137 138
139
140 141