We are live on ! Find out more
HI

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
2051
$35.6K ﹤0.01%
3,850
+2,700
2052
$35.5K ﹤0.01%
1,245
2053
$35.5K ﹤0.01%
936
2054
$35.4K ﹤0.01%
1,238
2055
$35.4K ﹤0.01%
585
+85
2056
$35.3K ﹤0.01%
587
2057
$35.2K ﹤0.01%
+400
2058
$35.2K ﹤0.01%
865
+765
2059
$35.1K ﹤0.01%
1,000
2060
$35.1K ﹤0.01%
914
2061
$35K ﹤0.01%
1,000
2062
$34.9K ﹤0.01%
677
-11
2063
$34.9K ﹤0.01%
3,057
-320
2064
$34.8K ﹤0.01%
+1,071
2065
$34.6K ﹤0.01%
1,007
-111
2066
$34.4K ﹤0.01%
1,270
+20
2067
$34.4K ﹤0.01%
1,363
2068
$34.4K ﹤0.01%
687
-5
2069
$34.4K ﹤0.01%
812
2070
$34.3K ﹤0.01%
3,162
2071
$34.3K ﹤0.01%
534
2072
$34.2K ﹤0.01%
1,877
2073
$34.2K ﹤0.01%
1,149
2074
$34.2K ﹤0.01%
1,500
2075
$34.1K ﹤0.01%
787
81 82
83
84 85