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
1526
$82.4K ﹤0.01%
6,409
1527
$82.2K ﹤0.01%
2,498
1528
$81.8K ﹤0.01%
21,141
+20,734
1529
$81.8K ﹤0.01%
640
-41
1530
$81.8K ﹤0.01%
1,969
+231
1531
$81.7K ﹤0.01%
2,788
1532
$81.7K ﹤0.01%
1,903
-97
1533
$81.4K ﹤0.01%
566
1534
$81.1K ﹤0.01%
906
-252
1535
$81.1K ﹤0.01%
1,115
-1,342
1536
$81K ﹤0.01%
9,950
1537
$80.9K ﹤0.01%
428
+21
1538
$80.8K ﹤0.01%
2,215
+73
1539
$80.7K ﹤0.01%
424
1540
$80.7K ﹤0.01%
2,648
+1,095
1541
$80.5K ﹤0.01%
1,823
1542
$80.4K ﹤0.01%
3,357
1543
$80.3K ﹤0.01%
3,450
1544
$80.2K ﹤0.01%
393
+131
1545
$79.8K ﹤0.01%
1,330
+300
1546
$79.7K ﹤0.01%
2,207
+304
1547
$79.4K ﹤0.01%
1,280
+388
1548
$79.1K ﹤0.01%
830
-12
1549
$79K ﹤0.01%
1,632
+30
1550
$78.8K ﹤0.01%
1,522
+1,502
60 61
62
63 64