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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
1151
$245K 0.01%
12,267
+2,416
1152
$245K 0.01%
1,434
-39
1153
$245K 0.01%
128
-150
1154
$244K 0.01%
1,850
-38
1155
$243K 0.01%
6,550
-4,951
1156
$242K 0.01%
1,784
-61
1157
$241K 0.01%
6,082
-2,654
1158
$241K 0.01%
2,981
+2,852
1159
$240K 0.01%
8,360
1160
$239K 0.01%
2,430
+1,223
1161
$239K 0.01%
10,235
-129
1162
$238K 0.01%
1,681
+340
1163
$238K 0.01%
10,687
-321
1164
$238K 0.01%
2,879
+210
1165
$236K 0.01%
5,794
1166
$236K 0.01%
7,467
+530
1167
$236K 0.01%
1,057
-58
1168
$235K 0.01%
8,016
+3,090
1169
$234K 0.01%
2,948
-158
1170
$234K 0.01%
2,513
+123
1171
$232K 0.01%
11,901
-691
1172
$232K 0.01%
44,044
-580
1173
$231K 0.01%
2,277
+57
1174
$230K 0.01%
2,463
1175
$229K 0.01%
1,569
+135
45 46
47
48 49