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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
951
$361K 0.01%
2,866
+272
952
$361K 0.01%
7,220
-73
953
$360K 0.01%
951
954
$360K 0.01%
7,519
-11,538
955
$360K 0.01%
44,746
+43,106
956
$360K 0.01%
15,720
+11,830
957
$360K 0.01%
2,603
+222
958
$358K 0.01%
1,455
+1,310
959
$357K 0.01%
1,244
+10
960
$357K 0.01%
3,282
961
$356K 0.01%
2,213
+42
962
$356K 0.01%
16,825
+9,155
963
$355K 0.01%
9,775
+1,451
964
$355K 0.01%
8,266
+886
965
$353K 0.01%
2,043
-428
966
$353K 0.01%
3,766
967
$353K 0.01%
1,224
+424
968
$352K 0.01%
4,293
+27
969
$351K 0.01%
6,285
-266
970
$351K 0.01%
6,608
+6,308
971
$349K 0.01%
8,180
-3,208
972
$348K 0.01%
2,585
+81
973
$347K 0.01%
8,245
-372
974
$347K 0.01%
10,712
+136
975
$346K 0.01%
7,072
+66
37 38
39
40 41