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
2151
$22.1K ﹤0.01%
1,423
-98
2152
$22.1K ﹤0.01%
+542
2153
$22K ﹤0.01%
728
+10
2154
$22K ﹤0.01%
648
+27
2155
$21.9K ﹤0.01%
742
2156
$21.9K ﹤0.01%
1,080
+1,000
2157
$21.8K ﹤0.01%
+707
2158
$21.8K ﹤0.01%
1,720
2159
$21.8K ﹤0.01%
443
-230
2160
$21.7K ﹤0.01%
501
2161
$21.7K ﹤0.01%
132
2162
$21.7K ﹤0.01%
987
-7,632
2163
$21.5K ﹤0.01%
+1,000
2164
$21.5K ﹤0.01%
194
2165
$21.5K ﹤0.01%
683
-18
2166
$21.3K ﹤0.01%
670
2167
$21.2K ﹤0.01%
268
+128
2168
$21.2K ﹤0.01%
1,732
2169
$21.2K ﹤0.01%
300
2170
$21.2K ﹤0.01%
792
2171
$21.2K ﹤0.01%
120
+29
2172
$21K ﹤0.01%
3,139
-710
2173
$20.9K ﹤0.01%
13,165
2174
$20.9K ﹤0.01%
100
2175
$20.8K ﹤0.01%
705
-65
85 86
87
88 89