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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
501
$1.19M 0.03%
8,856
+607
502
$1.19M 0.03%
18,948
-1,082
503
$1.19M 0.03%
11,148
-5,245
504
$1.18M 0.03%
3,676
-635
505
$1.18M 0.03%
73,174
+210
506
$1.17M 0.03%
12,318
+1,361
507
$1.17M 0.03%
5,762
-13
508
$1.17M 0.03%
58,312
+12,215
509
$1.17M 0.03%
39,509
-315
510
$1.16M 0.03%
59,405
+612
511
$1.16M 0.03%
16,716
-1,144
512
$1.16M 0.03%
28,028
+1,096
513
$1.16M 0.03%
5,754
+123
514
$1.15M 0.03%
13,633
+1,651
515
$1.15M 0.03%
21,094
-1,635
516
$1.15M 0.03%
41,262
+4,553
517
$1.15M 0.03%
55,696
+488
518
$1.14M 0.03%
13,936
+5,296
519
$1.14M 0.03%
27,465
+2,950
520
$1.14M 0.03%
24,510
-9,425
521
$1.14M 0.03%
10,175
+32
522
$1.13M 0.03%
25,338
+1,831
523
$1.12M 0.03%
8,512
-2,248
524
$1.11M 0.03%
58,085
+6,043
525
$1.11M 0.03%
25,473
+3,198
19 20
21
22 23