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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
101
$7.79M 0.18%
81,858
-9,277
102
$7.76M 0.18%
19,155
+65
103
$7.66M 0.17%
91,939
+52,230
104
$7.56M 0.17%
221,174
+30,123
105
$7.45M 0.17%
52,830
-396
106
$7.44M 0.17%
275,978
+24,652
107
$7.39M 0.17%
405,284
+11,928
108
$7.36M 0.17%
167,520
+12,692
109
$7.35M 0.17%
61,310
+13,300
110
$6.97M 0.16%
66,384
+4,435
111
$6.95M 0.16%
142,178
-22,032
112
$6.87M 0.16%
247,518
-24,250
113
$6.86M 0.16%
459,441
+2,381
114
$6.83M 0.15%
279,929
-5,194
115
$6.7M 0.15%
34,425
-14,114
116
$6.64M 0.15%
169,359
-4
117
$6.63M 0.15%
122,503
+119,613
118
$6.61M 0.15%
58,624
-1,161
119
$6.54M 0.15%
19,171
+92
120
$6.46M 0.15%
80,255
+4,960
121
$6.42M 0.15%
21,578
+1,638
122
$6.38M 0.14%
+315,926
123
$6.26M 0.14%
71,263
+3,402
124
$6.25M 0.14%
115,705
+4,747
125
$6.21M 0.14%
387,363
+26,962
3 4
5
6 7