HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.5B
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.7M
3
+$9.05M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.73M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$6.17M

Top Sells

1
+$24.1M
2
+$15.9M
3
+$8.28M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.07M

Sector Composition

1 Technology 4.98%
2 Financials 2.51%
3 Consumer Staples 2.26%
4 Consumer Discretionary 1.83%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$332K 0.01%
2,515
-39
877
$331K 0.01%
4,748
+31
878
$330K 0.01%
9,683
+1,786
879
$330K 0.01%
8,976
-4,345
880
$330K 0.01%
49,621
+44,648
881
$328K 0.01%
8,206
+404
882
$328K 0.01%
7,021
+147
883
$327K 0.01%
40,616
+1,723
884
$324K 0.01%
4,560
+971
885
$324K 0.01%
4,082
+1,139
886
$324K 0.01%
6,368
-493
887
$323K 0.01%
8,963
+4,582
888
$323K 0.01%
13,230
+7,937
889
$321K 0.01%
13,924
+1,887
890
$321K 0.01%
3,880
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891
$321K 0.01%
10,923
-1,599
892
$320K 0.01%
13,532
893
$319K 0.01%
9,808
-1,271
894
$319K 0.01%
+13,738
895
$317K 0.01%
3,517
+1,150
896
$317K 0.01%
7,156
+15
897
$317K 0.01%
6,870
+779
898
$317K 0.01%
917
-18
899
$316K 0.01%
1,196
+6
900
$316K 0.01%
15,045
+4,585
34 35
36
37 38