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
2301
$15.5K ﹤0.01%
450
2302
$15.5K ﹤0.01%
32
-1
2303
$15.5K ﹤0.01%
339
2304
$15.5K ﹤0.01%
610
2305
$15.4K ﹤0.01%
221
-213
2306
$15.4K ﹤0.01%
537
2307
$15.4K ﹤0.01%
568
2308
$15.4K ﹤0.01%
1,070
2309
$15.3K ﹤0.01%
+344
2310
$15.3K ﹤0.01%
1,063
2311
$15.2K ﹤0.01%
576
-379
2312
$15.2K ﹤0.01%
58
+13
2313
$15.2K ﹤0.01%
88
-45
2314
$15.2K ﹤0.01%
1,163
-44
2315
$15.2K ﹤0.01%
1,741
+5
2316
$15.2K ﹤0.01%
434
-245
2317
$15.1K ﹤0.01%
102
-66
2318
$15.1K ﹤0.01%
229
+23
2319
$15.1K ﹤0.01%
+234
2320
$15.1K ﹤0.01%
142
2321
$15K ﹤0.01%
125
+7
2322
$15K ﹤0.01%
67
+16
2323
$15K ﹤0.01%
+579
2324
$15K ﹤0.01%
53
-7
2325
$15K ﹤0.01%
2,369
91 92
93
94 95