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
2076
$25.6K ﹤0.01%
1,080
+980
2077
$25.6K ﹤0.01%
471
2078
$25.6K ﹤0.01%
895
2079
$25.6K ﹤0.01%
707
+16
2080
$25.5K ﹤0.01%
812
-534
2081
$25.4K ﹤0.01%
238
-13
2082
$25.4K ﹤0.01%
361
+197
2083
$25.3K ﹤0.01%
1,000
2084
$25.2K ﹤0.01%
717
-16
2085
$25.2K ﹤0.01%
986
2086
$25.1K ﹤0.01%
350
2087
$25.1K ﹤0.01%
356
+91
2088
$25.1K ﹤0.01%
1,435
-250
2089
$25K ﹤0.01%
140
-5
2090
$25K ﹤0.01%
79
+32
2091
$24.9K ﹤0.01%
301
+115
2092
$24.8K ﹤0.01%
942
-9
2093
$24.8K ﹤0.01%
2,643
+17
2094
$24.6K ﹤0.01%
1,186
-268
2095
$24.6K ﹤0.01%
398
-106
2096
$24.6K ﹤0.01%
91
-42
2097
$24.6K ﹤0.01%
679
+220
2098
$24.6K ﹤0.01%
1,190
2099
$24.5K ﹤0.01%
1,467
-230
2100
$24.5K ﹤0.01%
706
+159
82 83
84
85 86