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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.1M
3
+$9.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.78M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.59M

Top Sells

1
+$10.4M
2
+$7.64M
3
+$7.45M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.5M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.02M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.03M 0.09%
163,712
-5,871
202
$3.99M 0.09%
83,971
-3,637
203
$3.95M 0.09%
85,191
-27,737
204
$3.95M 0.09%
15,965
+2,489
205
$3.94M 0.09%
57,192
+9,247
206
$3.92M 0.09%
68,236
+3,929
207
$3.92M 0.09%
65,299
+6,243
208
$3.91M 0.09%
45,983
+3,758
209
$3.86M 0.09%
11,717
+2,293
210
$3.83M 0.09%
8,023
+381
211
$3.83M 0.09%
18,335
+8,597
212
$3.77M 0.09%
57,116
+832
213
$3.76M 0.09%
23,267
+2,127
214
$3.74M 0.08%
156,663
+21,055
215
$3.72M 0.08%
53,244
-45,470
216
$3.72M 0.08%
4,669
+133
217
$3.71M 0.08%
79,656
-1,607
218
$3.7M 0.08%
83,279
-169,370
219
$3.65M 0.08%
136,001
+9,143
220
$3.64M 0.08%
39,717
+4,944
221
$3.63M 0.08%
100,641
+26,384
222
$3.62M 0.08%
23,268
+5,377
223
$3.61M 0.08%
77,048
-1,738
224
$3.59M 0.08%
56,419
-1,563
225
$3.59M 0.08%
30,312
+2,335
7 8
9
10 11