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
526
$1.11M 0.03%
42,642
-4,396
527
$1.11M 0.03%
50,264
+2,037
528
$1.1M 0.03%
43,574
+9,321
529
$1.1M 0.03%
24,133
-112,373
530
$1.1M 0.02%
1,424
-28
531
$1.09M 0.02%
36,333
+25,551
532
$1.09M 0.02%
10,541
+1,276
533
$1.09M 0.02%
22,819
-151
534
$1.08M 0.02%
19,195
+630
535
$1.08M 0.02%
25,659
+53
536
$1.08M 0.02%
12,749
-35
537
$1.08M 0.02%
37,901
+16,891
538
$1.08M 0.02%
49,876
+11,121
539
$1.08M 0.02%
20,860
+1,554
540
$1.07M 0.02%
17,421
+166
541
$1.07M 0.02%
21,269
+4,176
542
$1.07M 0.02%
24,972
+4,511
543
$1.07M 0.02%
32,820
544
$1.07M 0.02%
3,135
+152
545
$1.07M 0.02%
19,534
+5,606
546
$1.06M 0.02%
10,978
+7,856
547
$1.06M 0.02%
39,055
-1,498
548
$1.06M 0.02%
9,394
+29
549
$1.05M 0.02%
31,440
-1,513
550
$1.05M 0.02%
54,584
+465
20 21
22
23 24