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
2026
$29K ﹤0.01%
4,825
-1,000
2027
$28.9K ﹤0.01%
943
+194
2028
$28.9K ﹤0.01%
658
-224
2029
$28.8K ﹤0.01%
450
2030
$28.8K ﹤0.01%
+1,470
2031
$28.7K ﹤0.01%
1,014
+124
2032
$28.7K ﹤0.01%
1,132
2033
$28.6K ﹤0.01%
1,133
+453
2034
$28.4K ﹤0.01%
1,270
2035
$28.3K ﹤0.01%
544
+27
2036
$28.2K ﹤0.01%
286
-15
2037
$28.2K ﹤0.01%
377
-48
2038
$28.2K ﹤0.01%
817
+815
2039
$28.2K ﹤0.01%
6,521
2040
$28.1K ﹤0.01%
1,890
-9
2041
$27.7K ﹤0.01%
1,951
-131
2042
$27.6K ﹤0.01%
1,700
2043
$27.6K ﹤0.01%
200
2044
$27.5K ﹤0.01%
1,424
+1,396
2045
$27.5K ﹤0.01%
932
+304
2046
$27.4K ﹤0.01%
506
2047
$27.4K ﹤0.01%
260
+157
2048
$27.3K ﹤0.01%
420
+46
2049
$27.3K ﹤0.01%
163
-1
2050
$27.3K ﹤0.01%
125
+24
80 81
82
83 84