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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
801
$536K 0.01%
21,376
-372
802
$532K 0.01%
13,962
+5,512
803
$531K 0.01%
14,091
-937
804
$531K 0.01%
2,251
-5
805
$530K 0.01%
25,153
-1,090
806
$522K 0.01%
1,741
+139
807
$520K 0.01%
14,209
-10,086
808
$520K 0.01%
16,663
-1,648
809
$520K 0.01%
22,667
+3,858
810
$517K 0.01%
10,892
-2,431
811
$515K 0.01%
19,438
+5,591
812
$514K 0.01%
1,750
+108
813
$511K 0.01%
7,150
+800
814
$511K 0.01%
13,490
+2,506
815
$511K 0.01%
20,644
+1,898
816
$510K 0.01%
5,704
-46,753
817
$508K 0.01%
24,676
-13,070
818
$508K 0.01%
11,811
819
$508K 0.01%
30,965
+4,759
820
$507K 0.01%
13,121
821
$506K 0.01%
14,285
+108
822
$506K 0.01%
22,593
+7,737
823
$503K 0.01%
22,546
824
$501K 0.01%
8,320
-418
825
$500K 0.01%
11,892
31 32
33
34 35