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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
3501
$534 ﹤0.01%
156
3502
$533 ﹤0.01%
100
3503
$533 ﹤0.01%
17
3504
$531 ﹤0.01%
4
-2
3505
$531 ﹤0.01%
10
3506
$529 ﹤0.01%
26
+17
3507
$528 ﹤0.01%
6
3508
$527 ﹤0.01%
22
+5
3509
$524 ﹤0.01%
110
+10
3510
$513 ﹤0.01%
+12
3511
$511 ﹤0.01%
28
3512
$509 ﹤0.01%
13
+3
3513
$502 ﹤0.01%
110
3514
$501 ﹤0.01%
150
3515
$497 ﹤0.01%
50
3516
$488 ﹤0.01%
100
3517
$486 ﹤0.01%
36
3518
$480 ﹤0.01%
+100
3519
$479 ﹤0.01%
100
3520
$476 ﹤0.01%
26
3521
$463 ﹤0.01%
7
3522
$461 ﹤0.01%
30
3523
$461 ﹤0.01%
49
3524
$454 ﹤0.01%
176
-1,100
3525
$451 ﹤0.01%
39
139 140
141
142 143