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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
426
$1.52M 0.03%
57,275
+42,964
427
$1.52M 0.03%
34,659
-14,127
428
$1.52M 0.03%
42,307
+32,590
429
$1.52M 0.03%
13,663
+4,672
430
$1.51M 0.03%
37,304
-107
431
$1.51M 0.03%
15,149
+536
432
$1.51M 0.03%
19,224
-619
433
$1.51M 0.03%
19,291
-28,434
434
$1.5M 0.03%
46,727
-3,728
435
$1.5M 0.03%
29,566
+17,367
436
$1.49M 0.03%
3,077
+27
437
$1.49M 0.03%
+25,351
438
$1.49M 0.03%
31,316
-1,175
439
$1.49M 0.03%
5,267
+46
440
$1.49M 0.03%
32,947
+3,555
441
$1.49M 0.03%
21,702
+425
442
$1.48M 0.03%
57,379
-21,486
443
$1.48M 0.03%
1,550
+37
444
$1.47M 0.03%
13,229
-1,058
445
$1.47M 0.03%
4,167
+780
446
$1.47M 0.03%
11,746
+130
447
$1.46M 0.03%
23,993
+653
448
$1.46M 0.03%
44,208
-40,112
449
$1.45M 0.03%
43,006
+30,564
450
$1.45M 0.03%
57,666
-399
16 17
18
19 20