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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
976
$346K 0.01%
9,162
-300
977
$345K 0.01%
21,692
+59
978
$344K 0.01%
1,035
+390
979
$344K 0.01%
6,847
-62
980
$344K 0.01%
28,205
-450
981
$344K 0.01%
5,505
+1
982
$343K 0.01%
9,647
+1,909
983
$341K 0.01%
6,111
+2,399
984
$341K 0.01%
16,080
-638
985
$341K 0.01%
6,680
-266
986
$340K 0.01%
12,562
+568
987
$340K 0.01%
8,749
+2,187
988
$339K 0.01%
1,214
-411
989
$338K 0.01%
6,452
+5,602
990
$338K 0.01%
6,846
+469
991
$337K 0.01%
7,423
-12,020
992
$337K 0.01%
+9,421
993
$337K 0.01%
7,450
-140
994
$337K 0.01%
13,615
+617
995
$336K 0.01%
9,940
+1,118
996
$334K 0.01%
14,197
+614
997
$334K 0.01%
9,609
998
$334K 0.01%
11,664
-1,575
999
$334K 0.01%
6,888
-1
1000
$332K 0.01%
1,026
+72
38 39
40
41 42