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
1651
$63.8K ﹤0.01%
3,196
-6,436
1652
$63.7K ﹤0.01%
4,000
1653
$63.6K ﹤0.01%
781
-31
1654
$63.4K ﹤0.01%
2,204
-10,945
1655
$63.2K ﹤0.01%
1,368
+16
1656
$63K ﹤0.01%
824
-597
1657
$62.9K ﹤0.01%
1,945
+96
1658
$62.8K ﹤0.01%
2,528
+896
1659
$62.7K ﹤0.01%
2,146
-503
1660
$62.6K ﹤0.01%
+2,576
1661
$62.5K ﹤0.01%
456
+47
1662
$62.3K ﹤0.01%
477
+13
1663
$61.9K ﹤0.01%
1,111
+26
1664
$61.9K ﹤0.01%
422
+24
1665
$61.9K ﹤0.01%
273
+2
1666
$61.9K ﹤0.01%
1,215
1667
$61.6K ﹤0.01%
181
+133
1668
$61.6K ﹤0.01%
1,086
-39
1669
$61K ﹤0.01%
2,049
+54
1670
$60.5K ﹤0.01%
2,502
+33
1671
$60.4K ﹤0.01%
454
-337
1672
$60.2K ﹤0.01%
5,177
+174
1673
$60.2K ﹤0.01%
584
-208
1674
$60.1K ﹤0.01%
817
+13
1675
$59.7K ﹤0.01%
288
+40
65 66
67
68 69