HI
Harbour Investments Portfolio holdings
AUM
$3.95B
1-Year Return
13.24%
This Quarter Return
+7.11%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$1.64B
AUM Growth
+$157M
(+11%)
Cap. Flow
+$153M
Cap. Flow
% of AUM
9.35%
Top 10 Holdings %
Top 10 Hldgs %
24.7%
Holding
3,188
New
284
Increased
1,120
Reduced
849
Closed
184
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$28.2M |
| 2 |
Vanguard Total Bond Market
BND
|
$19.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$16.6M |
| 4 |
FT Vest US Equity Buffer ETF October
FOCT
|
$9.62M |
| 5 |
Invesco QQQ Trust
QQQ
|
$9.5M |
Top Sells
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Consumer Staples | 3.14% |
| 3 | Financials | 2.6% |
| 4 | Healthcare | 2.39% |
| 5 | Consumer Discretionary | 2.19% |
