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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
$3.95B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,763
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$30.7M
3
+$11.8M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$7.99M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.03M

Top Sells

1
+$68.9M
2
+$16.5M
3
+$12.9M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.12M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$3.84M

Sector Composition

1 Technology 5.31%
2 Financials 2.46%
3 Consumer Staples 2.01%
4 Consumer Discretionary 1.72%
5 Industrials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
– –
-29
3702
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-100
3703
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-70
3704
– –
-30
3705
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-60
3706
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-140
3707
– –
-7,081
3708
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-1
3709
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-3,115
3710
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-988
3711
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-100
3712
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3713
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-95
3714
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-50
3715
– –
-1,250
3716
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-1,014
3717
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-75
3718
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-20
3719
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-6
3720
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-704
3721
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-4
3722
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-3
3723
– –
-50
3724
– –
-40
3725
– –
-2
147 148
149
150 151