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

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
2251
$17.4K ﹤0.01%
230
2252
$17.4K ﹤0.01%
621
-208
2253
$17.3K ﹤0.01%
1,583
-120
2254
$17.3K ﹤0.01%
2,010
+1,500
2255
$17.3K ﹤0.01%
+479
2256
$17.3K ﹤0.01%
1,498
+11
2257
$17.2K ﹤0.01%
860
+16
2258
$17.1K ﹤0.01%
426
2259
$17K ﹤0.01%
70
-1
2260
$17K ﹤0.01%
182
2261
$17K ﹤0.01%
857
2262
$16.9K ﹤0.01%
435
2263
$16.9K ﹤0.01%
192
+6
2264
$16.9K ﹤0.01%
2,130
+1,360
2265
$16.9K ﹤0.01%
630
-1,682
2266
$16.8K ﹤0.01%
+76
2267
$16.8K ﹤0.01%
143
+72
2268
$16.8K ﹤0.01%
+1,000
2269
$16.7K ﹤0.01%
770
2270
$16.7K ﹤0.01%
266
+16
2271
$16.7K ﹤0.01%
70
+1
2272
$16.6K ﹤0.01%
+434
2273
$16.6K ﹤0.01%
323
2274
$16.6K ﹤0.01%
466
+326
2275
$16.5K ﹤0.01%
57
+12