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
1701
$56.1K ﹤0.01%
+1,586
1702
$56K ﹤0.01%
900
-46
1703
$55.8K ﹤0.01%
1,459
-810
1704
$55.7K ﹤0.01%
1,150
1705
$55.7K ﹤0.01%
1,800
1706
$55.6K ﹤0.01%
10,205
1707
$55.6K ﹤0.01%
797
1708
$55.3K ﹤0.01%
+4,600
1709
$55.2K ﹤0.01%
2,130
-275
1710
$55.1K ﹤0.01%
5,576
1711
$55.1K ﹤0.01%
9,139
-111
1712
$55.1K ﹤0.01%
393
1713
$55K ﹤0.01%
864
+4
1714
$55K ﹤0.01%
2,859
+476
1715
$54.8K ﹤0.01%
350
1716
$54.8K ﹤0.01%
2,416
1717
$54.8K ﹤0.01%
666
+372
1718
$54.7K ﹤0.01%
7,689
+4,592
1719
$54.5K ﹤0.01%
2,742
1720
$54.5K ﹤0.01%
763
+35
1721
$54.1K ﹤0.01%
622
-20
1722
$53.9K ﹤0.01%
1,556
+6
1723
$53.8K ﹤0.01%
340
+295
1724
$53.7K ﹤0.01%
4,376
+3,827
1725
$53.7K ﹤0.01%
389
-40
67 68
69
70 71