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
2126
$23.2K ﹤0.01%
528
+247
2127
$23.2K ﹤0.01%
356
+230
2128
$23.2K ﹤0.01%
735
-6
2129
$23.2K ﹤0.01%
789
-38
2130
$23.1K ﹤0.01%
+500
2131
$23K ﹤0.01%
145
-123
2132
$23K ﹤0.01%
250
+150
2133
$23K ﹤0.01%
836
2134
$23K ﹤0.01%
461
+1
2135
$22.7K ﹤0.01%
604
2136
$22.7K ﹤0.01%
1,425
2137
$22.7K ﹤0.01%
536
+16
2138
$22.6K ﹤0.01%
1,500
2139
$22.6K ﹤0.01%
330
2140
$22.5K ﹤0.01%
433
2141
$22.4K ﹤0.01%
551
-291
2142
$22.4K ﹤0.01%
918
-500
2143
$22.3K ﹤0.01%
572
+35
2144
$22.3K ﹤0.01%
+746
2145
$22.3K ﹤0.01%
780
+400
2146
$22.3K ﹤0.01%
1,100
+100
2147
$22.2K ﹤0.01%
901
2148
$22.2K ﹤0.01%
784
+112
2149
$22.1K ﹤0.01%
12
-108
2150
$22.1K ﹤0.01%
1,245
84 85
86
87 88