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
2376
$13.3K ﹤0.01%
+617
2377
$13.3K ﹤0.01%
258
+8
2378
$13.2K ﹤0.01%
356
2379
$13.2K ﹤0.01%
596
2380
$13.2K ﹤0.01%
400
2381
$13.2K ﹤0.01%
98
2382
$13.1K ﹤0.01%
197
+2
2383
$13.1K ﹤0.01%
836
2384
$13.1K ﹤0.01%
500
2385
$13.1K ﹤0.01%
846
+200
2386
$13K ﹤0.01%
524
2387
$13K ﹤0.01%
241
2388
$13K ﹤0.01%
684
2389
$13K ﹤0.01%
656
+7
2390
$12.9K ﹤0.01%
95
2391
$12.9K ﹤0.01%
1,199
2392
$12.9K ﹤0.01%
614
2393
$12.9K ﹤0.01%
115
+54
2394
$12.9K ﹤0.01%
165
-81
2395
$12.8K ﹤0.01%
+109
2396
$12.8K ﹤0.01%
47
2397
$12.8K ﹤0.01%
+525
2398
$12.8K ﹤0.01%
747
-1
2399
$12.8K ﹤0.01%
500
+10
2400
$12.7K ﹤0.01%
35
+4
94 95
96
97 98