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
51
$15.5M 0.35%
356,897
-17,780
52
$15.4M 0.35%
443,573
+7,117
53
$15.3M 0.35%
591,991
+27,172
54
$15.3M 0.35%
282,391
+75,334
55
$14.8M 0.34%
147,568
-10,423
56
$14.3M 0.32%
117,913
+5,199
57
$14.2M 0.32%
58,360
+7,892
58
$14.1M 0.32%
18,527
+2,669
59
$13.6M 0.31%
231,263
+17,212
60
$13.5M 0.31%
235,745
+42,962
61
$13.2M 0.3%
377,589
+5,759
62
$13M 0.3%
117,634
+6,652
63
$12.9M 0.29%
356,002
+15,244
64
$12.9M 0.29%
88,734
+834
65
$12.4M 0.28%
57,262
+580
66
$12.2M 0.28%
38,527
+618
67
$11.9M 0.27%
65,504
+4,527
68
$11.8M 0.27%
161,364
+53,020
69
$11.3M 0.26%
44,225
+5,336
70
$11.3M 0.26%
95,220
+2,661
71
$11.1M 0.25%
+212,306
72
$11M 0.25%
184,030
+11,628
73
$11M 0.25%
90,733
-1,851
74
$10.9M 0.25%
24,598
+1,252
75
$10.7M 0.24%
44,123
-227
1 2
3
4 5