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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
3476
$632 ﹤0.01%
1,000
3477
$630 ﹤0.01%
17
3478
$625 ﹤0.01%
9
+6
3479
$618 ﹤0.01%
38
3480
$612 ﹤0.01%
78
3481
$604 ﹤0.01%
+40
3482
$603 ﹤0.01%
4
3483
$603 ﹤0.01%
15
3484
$600 ﹤0.01%
10
3485
$600 ﹤0.01%
44
-6
3486
$596 ﹤0.01%
4
-337
3487
$596 ﹤0.01%
154
3488
$595 ﹤0.01%
160
3489
$585 ﹤0.01%
15
+1
3490
$581 ﹤0.01%
50
3491
$573 ﹤0.01%
3
3492
$569 ﹤0.01%
39
+19
3493
$569 ﹤0.01%
10
3494
$560 ﹤0.01%
15
3495
$556 ﹤0.01%
85
3496
$553 ﹤0.01%
+25
3497
$552 ﹤0.01%
8
3498
$551 ﹤0.01%
247
3499
$546 ﹤0.01%
22
3500
$539 ﹤0.01%
+7
138 139
140
141 142