We are live on ! Find out more
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
$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
401
$1.64M 0.04%
63,939
402
$1.63M 0.04%
15,599
+11,692
403
$1.63M 0.04%
11,654
+340
404
$1.63M 0.04%
21,618
+353
405
$1.63M 0.04%
59,999
-94
406
$1.63M 0.04%
36,772
+107
407
$1.62M 0.04%
44,425
+1,819
408
$1.62M 0.04%
38,458
-11,549
409
$1.62M 0.04%
17,791
+1,910
410
$1.61M 0.04%
52,255
+9,378
411
$1.61M 0.04%
31,389
+25,196
412
$1.6M 0.04%
9,606
+909
413
$1.6M 0.04%
57,296
+56,988
414
$1.6M 0.04%
30,938
+1,608
415
$1.59M 0.04%
7,446
-778
416
$1.58M 0.04%
12,284
+271
417
$1.58M 0.04%
25,572
-726
418
$1.57M 0.04%
2,576
+364
419
$1.56M 0.04%
31,704
-1,894
420
$1.56M 0.04%
9,125
+1,767
421
$1.55M 0.04%
25,219
+1,367
422
$1.54M 0.04%
46,606
-12,059
423
$1.54M 0.03%
16,239
-953
424
$1.53M 0.03%
30,348
-2,173
425
$1.53M 0.03%
28,855
-8,899
15 16
17
18 19