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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
476
$1.3M 0.03%
11,385
+20
477
$1.3M 0.03%
8,387
+177
478
$1.3M 0.03%
27,141
+1,984
479
$1.29M 0.03%
38,729
-1,866
480
$1.29M 0.03%
31,545
-9,057
481
$1.29M 0.03%
31,974
-1,682
482
$1.28M 0.03%
+29,758
483
$1.28M 0.03%
8,687
-216
484
$1.27M 0.03%
10,598
-800
485
$1.27M 0.03%
16,303
-294
486
$1.25M 0.03%
48,160
-64,945
487
$1.25M 0.03%
15,611
+678
488
$1.25M 0.03%
28,466
+1,580
489
$1.24M 0.03%
28,111
+881
490
$1.24M 0.03%
25,184
+210
491
$1.23M 0.03%
108,135
+1,718
492
$1.23M 0.03%
48,657
+26,704
493
$1.23M 0.03%
26,277
+9,973
494
$1.23M 0.03%
10,363
-48
495
$1.22M 0.03%
27,536
+1,672
496
$1.21M 0.03%
30,038
-305
497
$1.21M 0.03%
46,429
+2,516
498
$1.2M 0.03%
10,302
-2,315
499
$1.2M 0.03%
23,960
+1,834
500
$1.2M 0.03%
26,258
+6,471
18 19
20
21 22