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
1551
$78.6K ﹤0.01%
3,169
1552
$78.6K ﹤0.01%
1,776
+726
1553
$78.5K ﹤0.01%
2,749
-31
1554
$78.4K ﹤0.01%
1,394
-287
1555
$78.4K ﹤0.01%
133
-27
1556
$78.4K ﹤0.01%
2,700
1557
$78.3K ﹤0.01%
2,380
+310
1558
$78.1K ﹤0.01%
676
-129
1559
$78.1K ﹤0.01%
378
+266
1560
$78.1K ﹤0.01%
1,567
-169
1561
$78K ﹤0.01%
825
1562
$77.9K ﹤0.01%
5,610
1563
$77.7K ﹤0.01%
1,262
-1,612
1564
$77.4K ﹤0.01%
2,807
-351
1565
$77.3K ﹤0.01%
895
+390
1566
$77.3K ﹤0.01%
304
+66
1567
$77.2K ﹤0.01%
434
+7
1568
$77.2K ﹤0.01%
4,491
-120
1569
$77.1K ﹤0.01%
1,588
+4
1570
$77K ﹤0.01%
1,871
+10
1571
$77K ﹤0.01%
666
-529
1572
$76.8K ﹤0.01%
2,761
+660
1573
$76.8K ﹤0.01%
1,357
-59
1574
$76.7K ﹤0.01%
2,350
+292
1575
$76.5K ﹤0.01%
1,117
61 62
63
64 65