We are live on ! Find out more
HI

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
326
$2.19M 0.05%
58,604
+4,323
327
$2.18M 0.05%
49,193
-3,466
328
$2.17M 0.05%
+79,118
329
$2.15M 0.05%
8,628
+38
330
$2.15M 0.05%
23,123
-486
331
$2.14M 0.05%
53,322
+2,084
332
$2.14M 0.05%
56,042
+2,309
333
$2.13M 0.05%
50,668
+2,964
334
$2.12M 0.05%
18,505
+989
335
$2.12M 0.05%
19,645
-1,342
336
$2.1M 0.05%
22,560
-3,181
337
$2.1M 0.05%
36,985
+32,128
338
$2.09M 0.05%
8,311
+19
339
$2.08M 0.05%
59,853
+54,505
340
$2.05M 0.05%
94,694
+7,856
341
$2.05M 0.05%
120,919
+24,392
342
$2.03M 0.05%
21,384
-172
343
$2.02M 0.05%
31,791
-1,270
344
$2.02M 0.05%
27,845
-56
345
$2M 0.05%
6,010
+202
346
$1.99M 0.05%
58,830
-10,960
347
$1.99M 0.05%
34,381
-365
348
$1.99M 0.05%
71,738
+40,228
349
$1.98M 0.05%
90,264
+5,388
350
$1.98M 0.05%
8,122
-677
12 13
14
15 16