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
1826
$44.5K ﹤0.01%
899
-100
1827
$44.3K ﹤0.01%
766
-7,523
1828
$44.3K ﹤0.01%
950
1829
$43.9K ﹤0.01%
714
-188
1830
$43.7K ﹤0.01%
1,731
-25
1831
$43.5K ﹤0.01%
1,341
+174
1832
$43.3K ﹤0.01%
510
+156
1833
$43.1K ﹤0.01%
1,923
-83,567
1834
$43.1K ﹤0.01%
1,643
1835
$42.9K ﹤0.01%
1,723
-34,981
1836
$42.9K ﹤0.01%
236
+21
1837
$42.7K ﹤0.01%
3,812
+2,200
1838
$42.7K ﹤0.01%
1,261
1839
$42.6K ﹤0.01%
337
+266
1840
$42.4K ﹤0.01%
903
+295
1841
$42.4K ﹤0.01%
+906
1842
$42.4K ﹤0.01%
1,277
-251
1843
$42.2K ﹤0.01%
898
+734
1844
$41.9K ﹤0.01%
11
+1
1845
$41.9K ﹤0.01%
1,675
1846
$41.8K ﹤0.01%
848
1847
$41.8K ﹤0.01%
859
1848
$41.6K ﹤0.01%
2,048
-4,168
1849
$41.5K ﹤0.01%
831
1850
$41.4K ﹤0.01%
170
+16
72 73
74
75 76