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
1876
$39.9K ﹤0.01%
+1,872
1877
$39.9K ﹤0.01%
+2,763
1878
$39.9K ﹤0.01%
1,142
-19
1879
$39.8K ﹤0.01%
1,344
-177
1880
$39.8K ﹤0.01%
435
+20
1881
$39.7K ﹤0.01%
+1,570
1882
$39.7K ﹤0.01%
605
+5
1883
$39.6K ﹤0.01%
1,594
1884
$39.6K ﹤0.01%
6,342
+44
1885
$39.6K ﹤0.01%
230
+19
1886
$39.6K ﹤0.01%
793
1887
$39.6K ﹤0.01%
1,419
+437
1888
$39.5K ﹤0.01%
1,548
1889
$39.4K ﹤0.01%
200
1890
$39.4K ﹤0.01%
428
1891
$39.3K ﹤0.01%
500
1892
$39.3K ﹤0.01%
919
+542
1893
$39.1K ﹤0.01%
+1,000
1894
$39K ﹤0.01%
+1,438
1895
$39K ﹤0.01%
391
+21
1896
$38.9K ﹤0.01%
1,800
+985
1897
$38.8K ﹤0.01%
345
-1
1898
$38.7K ﹤0.01%
+2,595
1899
$38.7K ﹤0.01%
852
1900
$38.6K ﹤0.01%
+509
74 75
76
77 78