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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
626
$848K 0.02%
12,568
-4,196
627
$847K 0.02%
24,803
+14,831
628
$840K 0.02%
33,931
-23,415
629
$839K 0.02%
31,403
+18,163
630
$839K 0.02%
21,827
631
$838K 0.02%
7,505
+659
632
$830K 0.02%
10,035
+710
633
$825K 0.02%
2,579
+2
634
$824K 0.02%
16,598
+3,836
635
$811K 0.02%
4,233
-43
636
$806K 0.02%
3,093
-135
637
$806K 0.02%
33,667
+10,093
638
$805K 0.02%
4,517
+280
639
$803K 0.02%
25,778
+3,585
640
$803K 0.02%
42,670
+378
641
$798K 0.02%
22,890
+5,638
642
$795K 0.02%
17,133
+1,947
643
$794K 0.02%
7,156
-148
644
$794K 0.02%
7,433
+1,824
645
$793K 0.02%
15,010
-313
646
$793K 0.02%
105,712
+9,464
647
$787K 0.02%
10,253
+810
648
$785K 0.02%
18,249
-6,331
649
$783K 0.02%
23,466
-192
650
$783K 0.02%
17,818
+2,781
24 25
26
27 28