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
651
$783K 0.02%
+18,730
652
$779K 0.02%
7,518
-179
653
$779K 0.02%
11,740
+308
654
$778K 0.02%
15,107
-4,396
655
$776K 0.02%
3,959
+188
656
$773K 0.02%
5,960
+2
657
$772K 0.02%
4,583
+23
658
$768K 0.02%
28,585
-41,748
659
$767K 0.02%
14,685
-8,300
660
$760K 0.02%
1,600
-52
661
$759K 0.02%
5,379
-181
662
$759K 0.02%
5,916
+33
663
$757K 0.02%
3,867
+1,421
664
$754K 0.02%
1,685
-1,291
665
$753K 0.02%
26,606
-403
666
$752K 0.02%
6,938
+184
667
$751K 0.02%
13,460
+10,864
668
$751K 0.02%
48,506
-6,663
669
$749K 0.02%
642
-1
670
$747K 0.02%
27,730
-1,817
671
$744K 0.02%
9,084
+1,766
672
$740K 0.02%
1,752
-119
673
$740K 0.02%
25,750
-36,382
674
$738K 0.02%
8,224
+346
675
$729K 0.02%
6,402
-5,663
25 26
27
28 29