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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
3726
$9 ﹤0.01%
8
3727
$8 ﹤0.01%
11
3728
$8 ﹤0.01%
5
3729
$7 ﹤0.01%
+3
3730
$6 ﹤0.01%
+3
3731
$4 ﹤0.01%
2
3732
$4 ﹤0.01%
1
3733
– –
0
3734
$4 ﹤0.01%
1
3735
$4 ﹤0.01%
1
3736
$3 ﹤0.01%
1
3737
– –
0
3738
$3 ﹤0.01%
1
3739
$2 ﹤0.01%
+1
3740
– –
0
3741
– –
0
3742
$1 ﹤0.01%
1
3743
– –
-86
3744
– –
-788
3745
– –
-8,422
3746
– –
-373
3747
– –
-148
3748
– –
-924
3749
– –
-2,849
3750
– –
-15
148 149
150
151 152