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
1476
$92K ﹤0.01%
471
-14
1477
$91.7K ﹤0.01%
3,817
+1,186
1478
$91.6K ﹤0.01%
677
1479
$91.2K ﹤0.01%
+1,264
1480
$91K ﹤0.01%
2,805
-545
1481
$90.9K ﹤0.01%
1,893
+160
1482
$90.4K ﹤0.01%
1,153
-497
1483
$90.3K ﹤0.01%
2,539
+903
1484
$89.7K ﹤0.01%
3,827
1485
$89.3K ﹤0.01%
1,085
-2
1486
$89.3K ﹤0.01%
1,136
-60
1487
$89.1K ﹤0.01%
2,831
+1,042
1488
$89.1K ﹤0.01%
2,206
+3
1489
$89.1K ﹤0.01%
2,337
-409
1490
$89K ﹤0.01%
600
1491
$89K ﹤0.01%
3,427
1492
$89K ﹤0.01%
1,235
-17
1493
$88.6K ﹤0.01%
4,954
+913
1494
$88.5K ﹤0.01%
2,587
+89
1495
$88.4K ﹤0.01%
2,869
-2,935
1496
$88.3K ﹤0.01%
843
-13,516
1497
$88.2K ﹤0.01%
971
-9
1498
$88.2K ﹤0.01%
4,179
+4,054
1499
$88.2K ﹤0.01%
738
+80
1500
$88.1K ﹤0.01%
2,474
-101
58 59
60
61 62