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
1576
$75.8K ﹤0.01%
2,177
+16
1577
$75.8K ﹤0.01%
9,218
+3,149
1578
$75K ﹤0.01%
1,250
-141
1579
$75K ﹤0.01%
2,528
+1,129
1580
$75K ﹤0.01%
7,729
+2,442
1581
$74.9K ﹤0.01%
1,036
+14
1582
$74.7K ﹤0.01%
2,326
-138
1583
$74.5K ﹤0.01%
2,138
+925
1584
$74.4K ﹤0.01%
1,583
+886
1585
$74.1K ﹤0.01%
2,160
-231
1586
$74K ﹤0.01%
+3,077
1587
$73.8K ﹤0.01%
2,451
1588
$73.8K ﹤0.01%
2,779
-527
1589
$73.7K ﹤0.01%
1,215
1590
$73.7K ﹤0.01%
904
-26
1591
$73.6K ﹤0.01%
3,115
1592
$73.5K ﹤0.01%
7,746
1593
$73.5K ﹤0.01%
4,156
+760
1594
$73K ﹤0.01%
226
+16
1595
$72.9K ﹤0.01%
1,391
+46
1596
$72.2K ﹤0.01%
1,127
+407
1597
$72.1K ﹤0.01%
1,084
1598
$71.6K ﹤0.01%
1,557
+142
1599
$71.3K ﹤0.01%
1,468
+3
1600
$71.3K ﹤0.01%
1,175
62 63
64
65 66