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
2176
$20.7K ﹤0.01%
+838
2177
$20.7K ﹤0.01%
361
+85
2178
$20.6K ﹤0.01%
10,250
-4,000
2179
$20.6K ﹤0.01%
489
+240
2180
$20.6K ﹤0.01%
557
2181
$20.5K ﹤0.01%
1,376
-377
2182
$20.4K ﹤0.01%
116
2183
$20.4K ﹤0.01%
661
2184
$20.3K ﹤0.01%
497
+401
2185
$20.3K ﹤0.01%
216
+117
2186
$20.3K ﹤0.01%
133
+42
2187
$20.2K ﹤0.01%
854
2188
$20.2K ﹤0.01%
1,000
+83
2189
$20.1K ﹤0.01%
900
2190
$20K ﹤0.01%
1,149
2191
$19.9K ﹤0.01%
342
-109
2192
$19.8K ﹤0.01%
596
-18
2193
$19.7K ﹤0.01%
+250
2194
$19.6K ﹤0.01%
401
-576
2195
$19.6K ﹤0.01%
981
2196
$19.5K ﹤0.01%
3,500
-1,045
2197
$19.5K ﹤0.01%
1,333
2198
$19.2K ﹤0.01%
469
+4
2199
$19.2K ﹤0.01%
181
2200
$19.2K ﹤0.01%
786
86 87
88
89 90