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
3551
$371 ﹤0.01%
28
3552
$370 ﹤0.01%
49
+2
3553
$360 ﹤0.01%
33
-7
3554
$359 ﹤0.01%
100
3555
$357 ﹤0.01%
17
3556
$356 ﹤0.01%
+100
3557
$354 ﹤0.01%
125
3558
$354 ﹤0.01%
10
3559
$350 ﹤0.01%
40
3560
$346 ﹤0.01%
+13
3561
$344 ﹤0.01%
79
3562
$344 ﹤0.01%
5
3563
$338 ﹤0.01%
+59
3564
$330 ﹤0.01%
+11
3565
$330 ﹤0.01%
12
3566
$329 ﹤0.01%
8
3567
$328 ﹤0.01%
16
3568
$320 ﹤0.01%
+55
3569
$315 ﹤0.01%
38
3570
$307 ﹤0.01%
35
-300
3571
$305 ﹤0.01%
5
3572
$287 ﹤0.01%
56
3573
$287 ﹤0.01%
4
3574
$286 ﹤0.01%
10
-64
3575
$284 ﹤0.01%
6
-10
141 142
143
144 145