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
2326
$14.9K ﹤0.01%
1,300
2327
$14.9K ﹤0.01%
206
+95
2328
$14.9K ﹤0.01%
+547
2329
$14.9K ﹤0.01%
39
2330
$14.9K ﹤0.01%
50
-6
2331
$14.8K ﹤0.01%
597
2332
$14.8K ﹤0.01%
110
2333
$14.8K ﹤0.01%
495
2334
$14.7K ﹤0.01%
1,045
-397
2335
$14.7K ﹤0.01%
1,640
2336
$14.7K ﹤0.01%
41
2337
$14.7K ﹤0.01%
665
-47
2338
$14.6K ﹤0.01%
+59
2339
$14.6K ﹤0.01%
385
-61
2340
$14.6K ﹤0.01%
330
2341
$14.5K ﹤0.01%
+590
2342
$14.5K ﹤0.01%
339
+250
2343
$14.4K ﹤0.01%
324
-175
2344
$14.4K ﹤0.01%
350
-460
2345
$14.4K ﹤0.01%
5,320
+2,400
2346
$14.4K ﹤0.01%
+200
2347
$14.3K ﹤0.01%
446
-13
2348
$14.3K ﹤0.01%
1,408
-734
2349
$14.3K ﹤0.01%
606
2350
$14.3K ﹤0.01%
1,000
92 93
94
95 96