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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
1201
$211K ﹤0.01%
6,865
+483
1202
$211K ﹤0.01%
1,940
+169
1203
$211K ﹤0.01%
772
+209
1204
$211K ﹤0.01%
3,999
1205
$210K ﹤0.01%
1,912
-1,166
1206
$210K ﹤0.01%
575
+42
1207
$209K ﹤0.01%
5,155
+2,809
1208
$209K ﹤0.01%
2,358
+1,281
1209
$209K ﹤0.01%
4,560
-984
1210
$209K ﹤0.01%
253
+26
1211
$208K ﹤0.01%
9,254
+5
1212
$208K ﹤0.01%
4,713
+804
1213
$208K ﹤0.01%
2,677
+158
1214
$208K ﹤0.01%
3,497
+21
1215
$207K ﹤0.01%
6,726
-450
1216
$207K ﹤0.01%
16,742
+586
1217
$207K ﹤0.01%
+2,011
1218
$207K ﹤0.01%
2,066
-86
1219
$207K ﹤0.01%
5,822
-72
1220
$207K ﹤0.01%
1,592
1221
$206K ﹤0.01%
425
-41
1222
$206K ﹤0.01%
1,313
-2,134
1223
$205K ﹤0.01%
3,245
+1,741
1224
$204K ﹤0.01%
99,267
-2,579
1225
$204K ﹤0.01%
4,970
-314
47 48
49
50 51