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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
3701
$27 ﹤0.01%
10
3702
$25 ﹤0.01%
5
3703
$24 ﹤0.01%
19
3704
$24 ﹤0.01%
+3
3705
$24 ﹤0.01%
+4
3706
$22 ﹤0.01%
2
3707
$22 ﹤0.01%
+5
3708
$22 ﹤0.01%
11
3709
$21 ﹤0.01%
1
3710
$21 ﹤0.01%
1
3711
$21 ﹤0.01%
3
3712
$20 ﹤0.01%
20
-34
3713
$20 ﹤0.01%
8
3714
$17 ﹤0.01%
3
3715
$15 ﹤0.01%
3
3716
$15 ﹤0.01%
+1
3717
$14 ﹤0.01%
1
-8
3718
$12 ﹤0.01%
+2
3719
$11 ﹤0.01%
+4
3720
$11 ﹤0.01%
10
3721
$10 ﹤0.01%
37
3722
$10 ﹤0.01%
1
3723
$10 ﹤0.01%
3
3724
$10 ﹤0.01%
3
-1,713
3725
– –
0
147 148
149
150 151