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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
1301
$171K ﹤0.01%
2,629
+826
1302
$171K ﹤0.01%
+5,017
1303
$171K ﹤0.01%
346
+86
1304
$171K ﹤0.01%
+6,704
1305
$169K ﹤0.01%
2,721
-400
1306
$167K ﹤0.01%
5,812
+1,248
1307
$167K ﹤0.01%
2,500
1308
$166K ﹤0.01%
1,235
+120
1309
$166K ﹤0.01%
855
+57
1310
$165K ﹤0.01%
291
+23
1311
$165K ﹤0.01%
13,950
-3,294
1312
$165K ﹤0.01%
6,778
-5,813
1313
$165K ﹤0.01%
4,776
1314
$164K ﹤0.01%
10,695
1315
$164K ﹤0.01%
2,669
+531
1316
$164K ﹤0.01%
5,106
-23
1317
$164K ﹤0.01%
4,908
1318
$164K ﹤0.01%
1,799
+351
1319
$163K ﹤0.01%
7,420
+2,310
1320
$163K ﹤0.01%
5,260
+525
1321
$163K ﹤0.01%
7,867
1322
$163K ﹤0.01%
3,661
-43
1323
$163K ﹤0.01%
4,637
1324
$163K ﹤0.01%
6,381
+4
1325
$163K ﹤0.01%
6,398
+3,391
51 52
53
54 55