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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
2026
$37.8K ﹤0.01%
201
+19
2027
$37.8K ﹤0.01%
1,523
+39
2028
$37.7K ﹤0.01%
2,513
2029
$37.7K ﹤0.01%
1,141
-6,283
2030
$37.6K ﹤0.01%
529
+330
2031
$37.6K ﹤0.01%
10,866
2032
$37.5K ﹤0.01%
985
2033
$37.2K ﹤0.01%
2,095
+1,000
2034
$37K ﹤0.01%
1,101
+701
2035
$37K ﹤0.01%
1,150
+224
2036
$37K ﹤0.01%
1,730
-725
2037
$36.9K ﹤0.01%
536
+160
2038
$36.8K ﹤0.01%
+4,437
2039
$36.7K ﹤0.01%
509
-204
2040
$36.6K ﹤0.01%
482
+290
2041
$36.3K ﹤0.01%
445
-106
2042
$36.2K ﹤0.01%
499
2043
$36.2K ﹤0.01%
2,008
2044
$36.1K ﹤0.01%
411
+1
2045
$36K ﹤0.01%
432
-193
2046
$35.9K ﹤0.01%
+1,549
2047
$35.8K ﹤0.01%
359
2048
$35.8K ﹤0.01%
1,115
+1,077
2049
$35.6K ﹤0.01%
187
2050
$35.6K ﹤0.01%
1,303
80 81
82
83 84