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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
76
$10.7M 0.24%
14,621
+1,338
77
$10.7M 0.24%
102,157
-13,580
78
$10.7M 0.24%
187,688
-8,058
79
$10.6M 0.24%
214,388
+99,502
80
$10.5M 0.24%
130,964
-5,269
81
$10.4M 0.24%
20,692
+820
82
$10.1M 0.23%
199,227
+16,220
83
$10M 0.23%
99,931
+4,282
84
$9.71M 0.22%
226,902
+32,541
85
$9.68M 0.22%
10,457
+76
86
$9.54M 0.22%
102,149
+939
87
$9.36M 0.21%
28,376
+39
88
$8.86M 0.2%
62,848
+2,276
89
$8.85M 0.2%
149,454
+45,188
90
$8.8M 0.2%
187,912
+10,202
91
$8.6M 0.2%
37,469
+7,924
92
$8.58M 0.19%
504,505
+37,846
93
$8.55M 0.19%
30,411
-87
94
$8.41M 0.19%
114,741
+5,499
95
$8.13M 0.18%
39,383
-12,751
96
$8.04M 0.18%
161,337
+151,488
97
$8.03M 0.18%
231,636
+61,574
98
$7.82M 0.18%
131,624
-28,749
99
$7.81M 0.18%
144,995
-2,608
100
$7.8M 0.18%
158,179
+1,751
2 3
4
5 6