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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
601
$910K 0.02%
21,123
+29
602
$908K 0.02%
36,034
+5,546
603
$907K 0.02%
40,704
-2,178
604
$905K 0.02%
27,616
-3,752
605
$903K 0.02%
34,660
+1,140
606
$898K 0.02%
67,911
+4,906
607
$898K 0.02%
36,196
+600
608
$892K 0.02%
6,802
-43
609
$892K 0.02%
1,176
-9
610
$890K 0.02%
136,514
+349
611
$887K 0.02%
33,023
+1,750
612
$884K 0.02%
38,763
-128,772
613
$883K 0.02%
2,228
+10
614
$881K 0.02%
24,009
+3,474
615
$879K 0.02%
32,614
-14,783
616
$875K 0.02%
106,950
+6,052
617
$873K 0.02%
16,691
+780
618
$869K 0.02%
4,102
619
$863K 0.02%
15,284
+1,709
620
$862K 0.02%
37,300
+1,410
621
$862K 0.02%
37,348
+148
622
$861K 0.02%
+16,900
623
$853K 0.02%
8,574
+2,641
624
$851K 0.02%
26,024
+23,501
625
$850K 0.02%
32,505
+16,775
23 24
25
26 27