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
1851
$41.4K ﹤0.01%
649
+49
1852
$41.3K ﹤0.01%
4,140
-364
1853
$41.1K ﹤0.01%
953
-73
1854
$41K ﹤0.01%
7,317
1855
$41K ﹤0.01%
+2,000
1856
$41K ﹤0.01%
4,328
-5,860
1857
$41K ﹤0.01%
777
-75
1858
$40.9K ﹤0.01%
+1,654
1859
$40.9K ﹤0.01%
4,098
+115
1860
$40.9K ﹤0.01%
+3,647
1861
$40.8K ﹤0.01%
+8,725
1862
$40.8K ﹤0.01%
1,820
1863
$40.7K ﹤0.01%
10,866
1864
$40.6K ﹤0.01%
1,100
1865
$40.6K ﹤0.01%
1,100
+990
1866
$40.5K ﹤0.01%
201
+54
1867
$40.5K ﹤0.01%
+2,180
1868
$40.4K ﹤0.01%
716
+89
1869
$40.4K ﹤0.01%
72
+48
1870
$40.4K ﹤0.01%
690
+35
1871
$40.2K ﹤0.01%
222
1872
$40.2K ﹤0.01%
578
-14
1873
$40.2K ﹤0.01%
3,381
+800
1874
$40.1K ﹤0.01%
444
-23
1875
$40K ﹤0.01%
1,875
73 74
75
76 77