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

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
1976
$31.6K ﹤0.01%
319
+56
1977
$31.5K ﹤0.01%
153
1978
$31.5K ﹤0.01%
1,239
-460
1979
$31.5K ﹤0.01%
237
1980
$31.4K ﹤0.01%
120
+1
1981
$31.4K ﹤0.01%
197
1982
$31.3K ﹤0.01%
+937
1983
$31.3K ﹤0.01%
+1,148
1984
$31.2K ﹤0.01%
1,149
+135
1985
$31.1K ﹤0.01%
936
1986
$31.1K ﹤0.01%
2,470
1987
$31.1K ﹤0.01%
1,582
+1,512
1988
$31.1K ﹤0.01%
210
1989
$31K ﹤0.01%
340
+169
1990
$30.9K ﹤0.01%
438
+138
1991
$30.8K ﹤0.01%
852
1992
$30.8K ﹤0.01%
530
1993
$30.8K ﹤0.01%
787
+16
1994
$30.7K ﹤0.01%
546
1995
$30.6K ﹤0.01%
314
-256
1996
$30.6K ﹤0.01%
135
1997
$30.5K ﹤0.01%
800
1998
$30.4K ﹤0.01%
2,000
1999
$30.4K ﹤0.01%
812
2000
$30.3K ﹤0.01%
66
+8