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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$9.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.59M

Top Sells

1
+$10.4M
2
+$7.64M
3
+$7.45M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.5M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.02M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.39M 0.12%
111,582
+5,060
152
$5.38M 0.12%
29,012
-8,538
153
$5.36M 0.12%
36,823
+22,067
154
$5.35M 0.12%
54,228
-21
155
$5.32M 0.12%
144,963
-3,603
156
$5.31M 0.12%
99,471
+15,966
157
$5.3M 0.12%
30,371
-4,875
158
$5.19M 0.12%
43,474
+3,559
159
$5.19M 0.12%
116,180
+8,320
160
$5.17M 0.12%
13,803
+323
161
$5.14M 0.12%
46,487
+3,251
162
$5.12M 0.12%
16,644
+5,526
163
$5.1M 0.12%
14,780
-923
164
$5.1M 0.12%
24,371
+3,480
165
$5.08M 0.12%
46,026
+3,559
166
$5.05M 0.11%
201,967
+125,759
167
$5.04M 0.11%
57,165
+7,550
168
$5.04M 0.11%
43,957
-480
169
$5M 0.11%
139,137
+50,388
170
$4.98M 0.11%
34,942
-1,154
171
$4.94M 0.11%
10,644
+325
172
$4.92M 0.11%
60,985
+4,746
173
$4.92M 0.11%
14,476
+4,699
174
$4.89M 0.11%
193,450
-120,047
175
$4.84M 0.11%
104,392
+36,562
5 6
7
8 9