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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
1501
$119K ﹤0.01%
2,332
1502
$119K ﹤0.01%
2,104
-614
1503
$119K ﹤0.01%
3,336
-62
1504
$118K ﹤0.01%
1,563
-1,022
1505
$118K ﹤0.01%
3,466
-973
1506
$118K ﹤0.01%
1,224
-284
1507
$118K ﹤0.01%
1,841
1508
$117K ﹤0.01%
501
1509
$117K ﹤0.01%
2,632
+151
1510
$117K ﹤0.01%
4,330
+501
1511
$117K ﹤0.01%
1,010
-2
1512
$117K ﹤0.01%
367
-47
1513
$117K ﹤0.01%
3,404
+232
1514
$117K ﹤0.01%
989
-4
1515
$117K ﹤0.01%
1,537
+144
1516
$117K ﹤0.01%
1,303
+167
1517
$117K ﹤0.01%
149
-2
1518
$117K ﹤0.01%
4,612
+3,794
1519
$116K ﹤0.01%
12,800
1520
$116K ﹤0.01%
2,081
+964
1521
$116K ﹤0.01%
3,843
-61
1522
$115K ﹤0.01%
1,566
+735
1523
$115K ﹤0.01%
2,445
+18
1524
$114K ﹤0.01%
5,591
+142
1525
$113K ﹤0.01%
476
-13
59 60
61
62 63