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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
576
$982K 0.02%
48,535
-1,027
577
$981K 0.02%
4,415
+810
578
$979K 0.02%
38,062
-1,026
579
$972K 0.02%
28,140
-530
580
$966K 0.02%
26,659
-656
581
$964K 0.02%
4,732
+661
582
$959K 0.02%
4,170
-169
583
$957K 0.02%
6,863
-95
584
$952K 0.02%
+27,021
585
$951K 0.02%
20,258
-6,084
586
$948K 0.02%
7,280
+257
587
$948K 0.02%
7,525
-3
588
$945K 0.02%
2,729
+61
589
$940K 0.02%
8,253
+3,473
590
$938K 0.02%
9,200
+22
591
$937K 0.02%
19,188
-3,767
592
$933K 0.02%
25,023
+2,240
593
$927K 0.02%
44,631
-2,223
594
$924K 0.02%
44,650
-7,458
595
$921K 0.02%
21,015
-214
596
$920K 0.02%
17,589
+1,723
597
$920K 0.02%
17,962
+3,473
598
$918K 0.02%
22,281
+5,021
599
$918K 0.02%
27,309
-1,114
600
$915K 0.02%
4,748
-7
22 23
24
25 26