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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
851
$474K 0.01%
5,264
+72
852
$471K 0.01%
24,352
-913
853
$471K 0.01%
21,540
+5,892
854
$469K 0.01%
17,787
+956
855
$468K 0.01%
10,211
-37
856
$466K 0.01%
1,334
-139
857
$466K 0.01%
12,069
858
$464K 0.01%
13,948
-10,208
859
$464K 0.01%
7,320
+1,609
860
$463K 0.01%
2,101
+680
861
$462K 0.01%
6,368
-197
862
$461K 0.01%
1,526
863
$460K 0.01%
2,299
-155
864
$454K 0.01%
3,799
-46,209
865
$453K 0.01%
23,697
+514
866
$451K 0.01%
3,367
+137
867
$449K 0.01%
8,091
-46
868
$449K 0.01%
4,891
+821
869
$448K 0.01%
5,189
+987
870
$446K 0.01%
16,661
-15,998
871
$446K 0.01%
7,293
+734
872
$444K 0.01%
41,971
-27,707
873
$442K 0.01%
15,278
+2,710
874
$441K 0.01%
45,061
+960
875
$441K 0.01%
3,880
+70
33 34
35
36 37