We are live on ! Find out more
HI

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
1051
$305K 0.01%
+4,055
1052
$305K 0.01%
12,130
1053
$304K 0.01%
12,503
+1,345
1054
$303K 0.01%
+13,651
1055
$302K 0.01%
8,974
+3,416
1056
$302K 0.01%
3,413
+19
1057
$302K 0.01%
9,957
+1,657
1058
$302K 0.01%
3,586
+515
1059
$300K 0.01%
2,753
-14
1060
$300K 0.01%
6,251
-2,891
1061
$298K 0.01%
4,551
+125
1062
$298K 0.01%
2,131
-23
1063
$297K 0.01%
1,090
+276
1064
$297K 0.01%
+4,512
1065
$297K 0.01%
+5,712
1066
$297K 0.01%
2,096
+2
1067
$296K 0.01%
8,436
+3,298
1068
$295K 0.01%
4,238
+402
1069
$295K 0.01%
1,201
+100
1070
$295K 0.01%
9,531
+3,331
1071
$294K 0.01%
23,959
+263
1072
$294K 0.01%
6,440
+1,166
1073
$292K 0.01%
4,050
+1,309
1074
$291K 0.01%
+11,638
1075
$289K 0.01%
1,209
+78
41 42
43
44 45