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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
551
$1.04M 0.02%
13,397
-536
552
$1.03M 0.02%
9,212
-432
553
$1.03M 0.02%
32,454
+8,428
554
$1.03M 0.02%
32,912
+1,137
555
$1.03M 0.02%
8,465
+4,215
556
$1.02M 0.02%
15,418
+623
557
$1.02M 0.02%
5,705
-62
558
$1.02M 0.02%
24,808
-88
559
$1.02M 0.02%
71,353
+4,328
560
$1.01M 0.02%
52,665
+7,541
561
$1.01M 0.02%
23,133
-26,320
562
$1.01M 0.02%
38,484
-2,189
563
$1M 0.02%
+48,063
564
$1M 0.02%
20,703
+1,094
565
$1M 0.02%
28,365
+2,182
566
$995K 0.02%
22,342
+4,762
567
$995K 0.02%
31,674
+13,810
568
$990K 0.02%
25,504
+1,020
569
$988K 0.02%
5,282
+570
570
$987K 0.02%
46,066
+1,965
571
$986K 0.02%
48,328
+1,591
572
$986K 0.02%
26,105
+3,334
573
$986K 0.02%
8,895
+955
574
$984K 0.02%
23,174
+5,729
575
$984K 0.02%
11,780
-173
21 22
23
24 25