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
1426
$54.4K ﹤0.01%
2,025
+350
1427
$54.2K ﹤0.01%
2,382
+270
1428
$54.2K ﹤0.01%
1,805
1429
$54.1K ﹤0.01%
+2,035
1430
$54K ﹤0.01%
2,451
-25
1431
$53.9K ﹤0.01%
2,642
1432
$53.8K ﹤0.01%
575
+5
1433
$53.4K ﹤0.01%
2,416
1434
$53.3K ﹤0.01%
6,196
-7,219
1435
$53.2K ﹤0.01%
1,132
+532
1436
$53.2K ﹤0.01%
408
+18
1437
$53.1K ﹤0.01%
868
+108
1438
$52.8K ﹤0.01%
+1,826
1439
$52.8K ﹤0.01%
837
+437
1440
$52.7K ﹤0.01%
961
+44
1441
$52.7K ﹤0.01%
702
+12
1442
$52.4K ﹤0.01%
563
-73
1443
$52.3K ﹤0.01%
6,300
1444
$52.2K ﹤0.01%
706
1445
$51.9K ﹤0.01%
790
1446
$51.8K ﹤0.01%
+513
1447
$51.8K ﹤0.01%
10,542
-935
1448
$51.7K ﹤0.01%
1,793
1449
$51.5K ﹤0.01%
1,214
-193
1450
$51.4K ﹤0.01%
3,555
56 57
58
59 60