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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
1401
$142K ﹤0.01%
1,565
+119
1402
$142K ﹤0.01%
7,207
1403
$141K ﹤0.01%
6,382
+73
1404
$141K ﹤0.01%
355
1405
$140K ﹤0.01%
446
+39
1406
$140K ﹤0.01%
4,920
-1,232
1407
$139K ﹤0.01%
15,408
+25
1408
$139K ﹤0.01%
2,669
-328
1409
$139K ﹤0.01%
5,349
-53
1410
$139K ﹤0.01%
5,525
-5,195
1411
$139K ﹤0.01%
6,400
+1,079
1412
$139K ﹤0.01%
2,691
-1,206
1413
$139K ﹤0.01%
5,088
-736
1414
$139K ﹤0.01%
4,406
+93
1415
$139K ﹤0.01%
1,030
-2
1416
$139K ﹤0.01%
5,608
+780
1417
$138K ﹤0.01%
3,723
-11
1418
$138K ﹤0.01%
394
+36
1419
$138K ﹤0.01%
3,750
1420
$138K ﹤0.01%
2,493
+961
1421
$138K ﹤0.01%
1,804
1422
$137K ﹤0.01%
417
-73
1423
$137K ﹤0.01%
1,547
+832
1424
$137K ﹤0.01%
5,535
-29,599
1425
$136K ﹤0.01%
9,439
-717
55 56
57
58 59