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
$2.42B
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,251
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$16.7M
3
+$16.7M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$16.2M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$10.4M

Top Sells

1
+$8.42M
2
+$2.99M
3
+$2.8M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$2.49M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.32M

Sector Composition

1 Technology 4.94%
2 Financials 2.48%
3 Consumer Staples 2.38%
4 Consumer Discretionary 2.01%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$30.8K ﹤0.01%
2,462
+15
1677
$30.7K ﹤0.01%
2,281
-237
1678
$30.6K ﹤0.01%
99
-327
1679
$30.6K ﹤0.01%
521
1680
$30.6K ﹤0.01%
613
1681
$30.5K ﹤0.01%
6,350
+5
1682
$30.4K ﹤0.01%
1,138
+543
1683
$30.3K ﹤0.01%
613
-658
1684
$30.3K ﹤0.01%
187
+15
1685
$30.1K ﹤0.01%
+156
1686
$30.1K ﹤0.01%
2,630
-327
1687
$29.9K ﹤0.01%
277
-100
1688
$29.9K ﹤0.01%
1,875
1689
$29.8K ﹤0.01%
1,460
-38
1690
$29.8K ﹤0.01%
1,078
-258
1691
$29.5K ﹤0.01%
248
+5
1692
$29.5K ﹤0.01%
450
1693
$29.5K ﹤0.01%
1,121
1694
$29.5K ﹤0.01%
+91
1695
$29.4K ﹤0.01%
722
1696
$28.9K ﹤0.01%
504
+104
1697
$28.8K ﹤0.01%
237
+41
1698
$28.7K ﹤0.01%
+975
1699
$28.7K ﹤0.01%
750
1700
$28.6K ﹤0.01%
153
-4
66 67
68
69 70