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
2351
$14.2K ﹤0.01%
193
2352
$14.2K ﹤0.01%
1,289
2353
$14.2K ﹤0.01%
271
+21
2354
$14.2K ﹤0.01%
970
2355
$14.1K ﹤0.01%
182
-7
2356
$14.1K ﹤0.01%
557
2357
$14.1K ﹤0.01%
1,013
+4
2358
$14.1K ﹤0.01%
605
+600
2359
$14K ﹤0.01%
236
2360
$14K ﹤0.01%
1,045
+345
2361
$13.9K ﹤0.01%
2,482
+56
2362
$13.9K ﹤0.01%
614
2363
$13.7K ﹤0.01%
303
-142
2364
$13.7K ﹤0.01%
1,710
+1,349
2365
$13.6K ﹤0.01%
236
2366
$13.6K ﹤0.01%
521
+75
2367
$13.6K ﹤0.01%
137
-440
2368
$13.6K ﹤0.01%
270
-496
2369
$13.6K ﹤0.01%
500
2370
$13.5K ﹤0.01%
2,185
+5
2371
$13.5K ﹤0.01%
162
2372
$13.5K ﹤0.01%
953
+93
2373
$13.4K ﹤0.01%
481
-197
2374
$13.3K ﹤0.01%
403
2375
$13.3K ﹤0.01%
260
93 94
95
96 97