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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
701
$679K 0.02%
2,260
-243
702
$679K 0.02%
5,291
+10
703
$677K 0.02%
20,899
+1,652
704
$676K 0.02%
29,317
705
$673K 0.02%
26,418
+20,179
706
$673K 0.02%
5,306
-25
707
$672K 0.02%
21,382
-143
708
$671K 0.02%
10,558
+1,127
709
$665K 0.02%
19,371
-1,059
710
$664K 0.02%
6,878
+291
711
$663K 0.02%
80,866
+29,790
712
$662K 0.02%
39,173
+4,399
713
$659K 0.01%
28,536
+12,290
714
$658K 0.01%
17,895
-68,301
715
$657K 0.01%
13,135
+2
716
$655K 0.01%
7,502
+1
717
$653K 0.01%
4,515
+33
718
$652K 0.01%
6,333
+1,160
719
$652K 0.01%
14,834
+896
720
$650K 0.01%
3,636
+994
721
$647K 0.01%
52,638
+3,268
722
$646K 0.01%
6,364
+1,158
723
$642K 0.01%
2,848
-118
724
$640K 0.01%
4,027
+885
725
$639K 0.01%
2,213
+3
27 28
29
30 31