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
1726
$53.4K ﹤0.01%
7,252
+1,248
1727
$53.2K ﹤0.01%
6,231
-2,920
1728
$53.2K ﹤0.01%
2,169
+1,202
1729
$53.2K ﹤0.01%
2,332
1730
$52.9K ﹤0.01%
1,984
+54
1731
$52.7K ﹤0.01%
650
-34
1732
$52.6K ﹤0.01%
826
-163
1733
$52.4K ﹤0.01%
1,886
+286
1734
$52.1K ﹤0.01%
817
-147
1735
$52K ﹤0.01%
420
+3
1736
$51.9K ﹤0.01%
1,518
-35
1737
$51.8K ﹤0.01%
2,291
1738
$51.8K ﹤0.01%
2,450
+188
1739
$51.7K ﹤0.01%
1,832
1740
$51.7K ﹤0.01%
911
+366
1741
$51.7K ﹤0.01%
3,100
1742
$51.6K ﹤0.01%
1,497
+279
1743
$51.4K ﹤0.01%
255
+21
1744
$51.3K ﹤0.01%
400
1745
$51.2K ﹤0.01%
534
1746
$51.1K ﹤0.01%
616
+173
1747
$51K ﹤0.01%
6,300
1748
$51K ﹤0.01%
3,692
1749
$50.9K ﹤0.01%
918
-4,002
1750
$50.9K ﹤0.01%
1,989
+71
68 69
70
71 72