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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
751
$591K 0.01%
17,921
-386
752
$590K 0.01%
33,223
+5,195
753
$590K 0.01%
7,041
-62
754
$589K 0.01%
51,725
+8,068
755
$588K 0.01%
2,742
+263
756
$588K 0.01%
23,144
+13,385
757
$587K 0.01%
17,314
-6
758
$587K 0.01%
3,481
+339
759
$586K 0.01%
4,756
-927
760
$586K 0.01%
13,179
-88
761
$583K 0.01%
8,140
+32
762
$582K 0.01%
13,378
+559
763
$578K 0.01%
+22,679
764
$577K 0.01%
16,743
+10,612
765
$577K 0.01%
21,349
-281
766
$577K 0.01%
11,540
+6,381
767
$576K 0.01%
9,213
-33
768
$575K 0.01%
15,159
+1,182
769
$575K 0.01%
12,163
+171
770
$574K 0.01%
22,935
-113,954
771
$574K 0.01%
3,716
-481
772
$572K 0.01%
8,963
-43
773
$572K 0.01%
+19,759
774
$567K 0.01%
16,900
+1,088
775
$562K 0.01%
15,670
29 30
31
32 33