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
1676
$59.6K ﹤0.01%
2,599
+1,068
1677
$59.5K ﹤0.01%
2,827
-107
1678
$59.5K ﹤0.01%
468
-469
1679
$59.4K ﹤0.01%
594
1680
$59.4K ﹤0.01%
2,160
+660
1681
$59.4K ﹤0.01%
4,549
-858
1682
$59.3K ﹤0.01%
910
1683
$59.3K ﹤0.01%
1,139
+5
1684
$58.7K ﹤0.01%
2,313
+95
1685
$58.6K ﹤0.01%
3,818
+19
1686
$58.6K ﹤0.01%
355
1687
$58.3K ﹤0.01%
2,760
-195
1688
$58.3K ﹤0.01%
3,000
+100
1689
$58K ﹤0.01%
525
-581
1690
$57.8K ﹤0.01%
5,478
+353
1691
$57.8K ﹤0.01%
3,152
+208
1692
$57.6K ﹤0.01%
265
+64
1693
$57.5K ﹤0.01%
360
+24
1694
$57.4K ﹤0.01%
987
-103
1695
$57.2K ﹤0.01%
1,159
+38
1696
$57.2K ﹤0.01%
2,096
1697
$57.1K ﹤0.01%
5,200
1698
$56.9K ﹤0.01%
2,251
-700
1699
$56.7K ﹤0.01%
41
+7
1700
$56.3K ﹤0.01%
3,651
-588
66 67
68
69 70