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
2226
$8.08K ﹤0.01%
+745
2227
$8.05K ﹤0.01%
164
2228
$8K ﹤0.01%
710
2229
$7.98K ﹤0.01%
2,644
-847
2230
$7.97K ﹤0.01%
62
2231
$7.93K ﹤0.01%
372
+316
2232
$7.92K ﹤0.01%
1,140
-500
2233
$7.91K ﹤0.01%
495
+230
2234
$7.89K ﹤0.01%
500
2235
$7.86K ﹤0.01%
50
2236
$7.85K ﹤0.01%
433
2237
$7.82K ﹤0.01%
340
2238
$7.82K ﹤0.01%
220
2239
$7.82K ﹤0.01%
165
2240
$7.81K ﹤0.01%
281
2241
$7.8K ﹤0.01%
58
+36
2242
$7.79K ﹤0.01%
125
2243
$7.79K ﹤0.01%
174
2244
$7.78K ﹤0.01%
422
+3
2245
$7.77K ﹤0.01%
835
+335
2246
$7.77K ﹤0.01%
150
2247
$7.73K ﹤0.01%
102
2248
$7.72K ﹤0.01%
36
2249
$7.69K ﹤0.01%
742
+25
2250
$7.67K ﹤0.01%
401
88 89
90
91 92