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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
3601
$178 ﹤0.01%
+6
3602
$174 ﹤0.01%
1
3603
$170 ﹤0.01%
28
3604
$167 ﹤0.01%
10
3605
$167 ﹤0.01%
200
-249
3606
$163 ﹤0.01%
10
3607
$162 ﹤0.01%
33
3608
$161 ﹤0.01%
+10
3609
$159 ﹤0.01%
+3
3610
$156 ﹤0.01%
17
-167
3611
$153 ﹤0.01%
50
3612
$152 ﹤0.01%
13
3613
$148 ﹤0.01%
95
3614
$144 ﹤0.01%
+2
3615
$143 ﹤0.01%
+3
3616
$138 ﹤0.01%
10
3617
$136 ﹤0.01%
11
3618
$136 ﹤0.01%
100
3619
$133 ﹤0.01%
+12
3620
$128 ﹤0.01%
20
-1
3621
$128 ﹤0.01%
8
3622
$128 ﹤0.01%
20
3623
$127 ﹤0.01%
3
+1
3624
$125 ﹤0.01%
1
3625
$124 ﹤0.01%
14
143 144
145
146 147