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
1776
$49.3K ﹤0.01%
1,538
+1,272
1777
$49.2K ﹤0.01%
1,823
+1,687
1778
$49.2K ﹤0.01%
559
-52
1779
$49.2K ﹤0.01%
+2,102
1780
$49.1K ﹤0.01%
1,316
-394
1781
$49K ﹤0.01%
1,033
-397
1782
$48.9K ﹤0.01%
1,668
+14
1783
$48.8K ﹤0.01%
1,411
1784
$48.8K ﹤0.01%
5,100
1785
$48.8K ﹤0.01%
133
-40
1786
$48.5K ﹤0.01%
407
-130
1787
$48.5K ﹤0.01%
2,400
-1,500
1788
$48.3K ﹤0.01%
916
+2
1789
$48.1K ﹤0.01%
504
+10
1790
$48K ﹤0.01%
2,763
1791
$48K ﹤0.01%
1,411
-306
1792
$48K ﹤0.01%
1,414
-850
1793
$48K ﹤0.01%
1,455
1794
$47.8K ﹤0.01%
390
1795
$47.6K ﹤0.01%
1,886
+254
1796
$47.6K ﹤0.01%
482
-47
1797
$47.6K ﹤0.01%
750
-899
1798
$47.5K ﹤0.01%
1,037
+4
1799
$47.4K ﹤0.01%
795
+619
1800
$47K ﹤0.01%
609
+16
70 71
72
73 74