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
$3.5B
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.7M
3
+$9.05M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.73M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$6.17M

Top Sells

1
+$24.1M
2
+$15.9M
3
+$8.28M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.07M

Sector Composition

1 Technology 4.98%
2 Financials 2.51%
3 Consumer Staples 2.26%
4 Consumer Discretionary 1.83%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$95.9K ﹤0.01%
3,883
1452
$95.8K ﹤0.01%
1,962
+573
1453
$95.7K ﹤0.01%
1,859
+200
1454
$95.7K ﹤0.01%
1,164
1455
$95.5K ﹤0.01%
1,256
-58
1456
$95.4K ﹤0.01%
1,409
-111
1457
$95.1K ﹤0.01%
1,829
+486
1458
$95K ﹤0.01%
4,159
+7
1459
$94.9K ﹤0.01%
3,116
+328
1460
$94.9K ﹤0.01%
10,908
+100
1461
$94.6K ﹤0.01%
2,248
-258
1462
$94.2K ﹤0.01%
1,218
+367
1463
$94K ﹤0.01%
1,363
-106
1464
$93.9K ﹤0.01%
1,066
+81
1465
$93.9K ﹤0.01%
3,207
+1,736
1466
$93.8K ﹤0.01%
6,295
1467
$93.6K ﹤0.01%
1,473
-224
1468
$93.4K ﹤0.01%
959
+33
1469
$93.3K ﹤0.01%
+2,093
1470
$93K ﹤0.01%
1,575
+14
1471
$93K ﹤0.01%
1,012
+104
1472
$92.5K ﹤0.01%
938
+98
1473
$92.5K ﹤0.01%
2,695
-2,396
1474
$92.5K ﹤0.01%
4,102
-1,254
1475
$92K ﹤0.01%
3,061
-635
57 58
59
60 61