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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
826
$499K 0.01%
15,236
-3,016
827
$498K 0.01%
9,014
+22
828
$496K 0.01%
23,239
+2,420
829
$496K 0.01%
6,024
-348
830
$495K 0.01%
4,555
-305
831
$494K 0.01%
1,006
+6
832
$493K 0.01%
457
+5
833
$493K 0.01%
7,306
-172
834
$491K 0.01%
6,678
-88
835
$490K 0.01%
3,364
+2
836
$489K 0.01%
6,738
+1,020
837
$486K 0.01%
9,173
-216
838
$486K 0.01%
2,939
-38
839
$485K 0.01%
9,214
-151
840
$485K 0.01%
15,561
-219
841
$483K 0.01%
4,682
+102
842
$479K 0.01%
2,403
-1,402
843
$479K 0.01%
28,089
+1
844
$479K 0.01%
11,052
+424
845
$478K 0.01%
7,770
+302
846
$476K 0.01%
8,386
+901
847
$476K 0.01%
5,337
-8,568
848
$475K 0.01%
1,039
-21
849
$475K 0.01%
6,450
-834
850
$474K 0.01%
2,418
+599
32 33
34
35 36