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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$9.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.59M

Top Sells

1
+$10.4M
2
+$7.64M
3
+$7.45M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.5M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.02M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.8M 0.11%
18,502
+210
177
$4.77M 0.11%
117,537
+5,344
178
$4.76M 0.11%
28,671
-13
179
$4.72M 0.11%
85,627
-17,323
180
$4.63M 0.11%
7,533
+2,106
181
$4.6M 0.1%
124,842
+796
182
$4.57M 0.1%
96,037
+1,720
183
$4.56M 0.1%
180,208
+2,687
184
$4.54M 0.1%
65,828
+401
185
$4.53M 0.1%
98,301
+120
186
$4.45M 0.1%
23,497
+8,254
187
$4.44M 0.1%
50,846
+580
188
$4.42M 0.1%
82,306
+21,111
189
$4.41M 0.1%
57,731
+3,244
190
$4.4M 0.1%
80,305
-10,767
191
$4.38M 0.1%
93,314
+10,119
192
$4.38M 0.1%
14,547
+5,915
193
$4.27M 0.1%
27,507
+257
194
$4.24M 0.1%
58,291
+311
195
$4.22M 0.1%
26,263
-2,997
196
$4.17M 0.09%
173,429
+75,041
197
$4.13M 0.09%
146,179
+3,658
198
$4.07M 0.09%
34,736
+2,560
199
$4.07M 0.09%
164,098
-3,809
200
$4.06M 0.09%
28,348
-15,457
6 7
8
9 10