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
1901
$38.6K ﹤0.01%
647
1902
$38.4K ﹤0.01%
485
+42
1903
$38.3K ﹤0.01%
1,618
+363
1904
$38.3K ﹤0.01%
1,947
+668
1905
$38.2K ﹤0.01%
180
-50
1906
$38.2K ﹤0.01%
1,118
-52
1907
$38K ﹤0.01%
442
-50
1908
$38K ﹤0.01%
6,081
-60
1909
$38K ﹤0.01%
379
-326
1910
$37.8K ﹤0.01%
280
1911
$37.7K ﹤0.01%
1,499
-162
1912
$37.6K ﹤0.01%
1,287
-707
1913
$37.4K ﹤0.01%
337
-17
1914
$37.4K ﹤0.01%
536
1915
$37.4K ﹤0.01%
141
+57
1916
$37.2K ﹤0.01%
1,363
1917
$37.1K ﹤0.01%
1,831
+1,426
1918
$37.1K ﹤0.01%
762
1919
$37.1K ﹤0.01%
5,214
+2,264
1920
$37K ﹤0.01%
693
+226
1921
$37K ﹤0.01%
235
1922
$36.7K ﹤0.01%
1,671
-187
1923
$36.5K ﹤0.01%
1,203
1924
$36.4K ﹤0.01%
613
1925
$35.9K ﹤0.01%
713
-267
75 76
77
78 79