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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
1026
$318K 0.01%
9,540
+828
1027
$318K 0.01%
2,510
+422
1028
$318K 0.01%
2,540
+8
1029
$315K 0.01%
41,716
+4,803
1030
$314K 0.01%
4,095
+3,927
1031
$313K 0.01%
2,796
+114
1032
$313K 0.01%
8,756
1033
$313K 0.01%
5,465
-922
1034
$313K 0.01%
13,532
1035
$312K 0.01%
10,483
1036
$312K 0.01%
3,307
+194
1037
$311K 0.01%
1,569
+378
1038
$311K 0.01%
6,151
+113
1039
$311K 0.01%
4,316
-404
1040
$310K 0.01%
4,176
+2
1041
$310K 0.01%
10,828
-95
1042
$310K 0.01%
7,337
+52
1043
$309K 0.01%
9,438
+2,426
1044
$309K 0.01%
6,101
-271
1045
$308K 0.01%
2,131
+531
1046
$308K 0.01%
3,073
+92
1047
$307K 0.01%
10,519
-1,056
1048
$306K 0.01%
5,856
+313
1049
$306K 0.01%
4,855
1050
$305K 0.01%
6,011
+106
40 41
42
43 44