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
$2.42B
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,251
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$16.7M
3
+$16.7M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$16.2M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$10.4M

Top Sells

1
+$8.42M
2
+$2.99M
3
+$2.8M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$2.49M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.32M

Sector Composition

1 Technology 4.94%
2 Financials 2.48%
3 Consumer Staples 2.38%
4 Consumer Discretionary 2.01%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$8.63K ﹤0.01%
34
+12
2202
$8.62K ﹤0.01%
233
-154
2203
$8.6K ﹤0.01%
+450
2204
$8.6K ﹤0.01%
70
2205
$8.57K ﹤0.01%
94
2206
$8.55K ﹤0.01%
137
-250
2207
$8.5K ﹤0.01%
400
2208
$8.49K ﹤0.01%
788
-68
2209
$8.44K ﹤0.01%
300
2210
$8.44K ﹤0.01%
219
2211
$8.41K ﹤0.01%
300
-200
2212
$8.38K ﹤0.01%
547
+355
2213
$8.37K ﹤0.01%
153
2214
$8.37K ﹤0.01%
121
+84
2215
$8.36K ﹤0.01%
+123
2216
$8.36K ﹤0.01%
38
+2
2217
$8.34K ﹤0.01%
+316
2218
$8.31K ﹤0.01%
129
2219
$8.29K ﹤0.01%
95
2220
$8.27K ﹤0.01%
155
2221
$8.26K ﹤0.01%
252
+1
2222
$8.25K ﹤0.01%
328
2223
$8.13K ﹤0.01%
220
2224
$8.12K ﹤0.01%
+363
2225
$8.08K ﹤0.01%
105
+34
87 88
89
90 91