HI
Harbour Investments Portfolio holdings
AUM
$4.41B
1-Year Est. Return
14.55%
1 Year Est. Return
+14.55%
AUM
$3.95B
AUM Growth
+$450M
(+13%)
Holding
3,763
Top Buys
| 1 | +$82.6M | |
| 2 | +$33.2M | |
| 3 | +$13.1M | |
| 4 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$8.39M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.37M |
Top Sells
| 1 | +$73.2M | |
| 2 | +$16.7M | |
| 3 | +$13.1M | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$4.4M |
| 5 |
First Trust Core Investment Grade ETF
FTCB
|
+$3.88M |
Sector Composition
| 1 | Technology | 5.31% |
| 2 | Financials | 2.47% |
| 3 | Consumer Staples | 2.01% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Industrials | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3751
Kelly Services Class A
KELYA
$304M
| – | – |
-1,800
|
|
||
3752
State Street SPDR S&P Insurance ETF
KIE
$768M
| – | – |
-29
|
|
||
3753
Kulicke & Soffa
KLIC
$2.03B
| – | – |
-100
|
|
||
3754
Kaspi.kz JSC
KSPI
$14.3B
| – | – |
-70
|
|
||
3755
Klaviyo
KVYO
$8.86B
| – | – |
-30
|
|
||
3756
Medpace
MEDP
$16.8B
| – | – |
-1
|
|
||
3757
IQ MacKay Municipal Insured ETF
MMIN
$344M
| – | – |
-3,115
|
|
||
3758
IQ MacKay Municipal Intermediate ETF
MMIT
$1.12B
| – | – |
-988
|
|
||
3759
Madison Square Garden
MSGE
$2.29B
| – | – |
-100
|
|
||
3760
Murphy Oil
MUR
$4.12B
| – | – |
-131
|
|
||
3761
RH
RH
$3.02B
| – | – |
-44
|
|