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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
901
$408K 0.01%
10,253
-1,619
902
$405K 0.01%
14,388
+2,388
903
$405K 0.01%
14,102
+2,104
904
$404K 0.01%
1,975
+527
905
$402K 0.01%
14,305
+840
906
$402K 0.01%
5,461
+4,635
907
$398K 0.01%
8,062
+744
908
$397K 0.01%
942
-252
909
$397K 0.01%
4,340
-37
910
$393K 0.01%
4,835
+1,704
911
$392K 0.01%
7,642
+122
912
$392K 0.01%
5,840
-2,003
913
$392K 0.01%
10,998
+236
914
$391K 0.01%
5,187
+221
915
$389K 0.01%
31,004
-1,169
916
$387K 0.01%
24,162
-535
917
$386K 0.01%
8,435
+1,186
918
$386K 0.01%
4,055
+752
919
$385K 0.01%
16,142
+1,379
920
$384K 0.01%
9,336
-117
921
$383K 0.01%
9,339
+29
922
$383K 0.01%
9,500
+1,299
923
$383K 0.01%
14,475
+10,915
924
$383K 0.01%
4,708
+1
925
$382K 0.01%
6,406
-172
35 36
37
38 39