HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,251
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$16.7M
3
+$16.7M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$16.2M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$10.4M

Top Sells

1
+$8.42M
2
+$2.99M
3
+$2.8M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$2.49M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.32M

Sector Composition

1 Technology 4.94%
2 Financials 2.48%
3 Consumer Staples 2.38%
4 Consumer Discretionary 2.01%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$72.9K ﹤0.01%
1,189
-24
1277
$72.9K ﹤0.01%
812
1278
$72.6K ﹤0.01%
1,325
+2
1279
$72.6K ﹤0.01%
1,731
1280
$72.6K ﹤0.01%
2,823
-1,493
1281
$72.4K ﹤0.01%
4,235
+15
1282
$72.2K ﹤0.01%
130
+58
1283
$72K ﹤0.01%
2,075
-49
1284
$71.6K ﹤0.01%
3,508
+12
1285
$71.4K ﹤0.01%
2,866
+16
1286
$71.4K ﹤0.01%
3,413
-12,029
1287
$71.3K ﹤0.01%
1,254
+80
1288
$70.9K ﹤0.01%
1,754
+25
1289
$70.6K ﹤0.01%
2,365
+482
1290
$70.6K ﹤0.01%
2,463
+58
1291
$70.4K ﹤0.01%
595
1292
$70.1K ﹤0.01%
1,716
+6
1293
$70.1K ﹤0.01%
4,615
+7
1294
$70K ﹤0.01%
1,196
+26
1295
$69.8K ﹤0.01%
1,095
+773
1296
$69.7K ﹤0.01%
2,427
+25
1297
$69.4K ﹤0.01%
2,840
1298
$69.1K ﹤0.01%
4,008
+2,008
1299
$68.7K ﹤0.01%
5,610
1300
$68.4K ﹤0.01%
500
+192
50 51
52
53 54