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
1626
$67.7K ﹤0.01%
4,008
1627
$67.7K ﹤0.01%
1,829
-11
1628
$67.5K ﹤0.01%
3,492
1629
$67.4K ﹤0.01%
401
-5
1630
$67.3K ﹤0.01%
3,551
-141
1631
$67.3K ﹤0.01%
4,900
+1,018
1632
$67.2K ﹤0.01%
+2,830
1633
$66.9K ﹤0.01%
1,101
1634
$66.9K ﹤0.01%
1,955
+654
1635
$66.2K ﹤0.01%
1,889
1636
$66.1K ﹤0.01%
+625
1637
$65.8K ﹤0.01%
1,668
1638
$65.7K ﹤0.01%
2,000
1639
$65.4K ﹤0.01%
2,082
-150
1640
$64.9K ﹤0.01%
924
-100
1641
$64.8K ﹤0.01%
+1,387
1642
$64.6K ﹤0.01%
332
1643
$64.6K ﹤0.01%
+2,303
1644
$64.5K ﹤0.01%
2,923
-200
1645
$64.5K ﹤0.01%
175
+6
1646
$64.5K ﹤0.01%
2,105
1647
$64.4K ﹤0.01%
191
+11
1648
$64.2K ﹤0.01%
3,000
1649
$64.2K ﹤0.01%
5,720
+1,161
1650
$64.1K ﹤0.01%
1,931
+85
64 65
66
67 68