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
2401
$12.7K ﹤0.01%
41
-2
2402
$12.7K ﹤0.01%
241
2403
$12.6K ﹤0.01%
291
+1
2404
$12.6K ﹤0.01%
1,907
2405
$12.6K ﹤0.01%
170
2406
$12.5K ﹤0.01%
262
2407
$12.5K ﹤0.01%
+1,052
2408
$12.5K ﹤0.01%
162
-348
2409
$12.5K ﹤0.01%
558
2410
$12.4K ﹤0.01%
163
-1
2411
$12.4K ﹤0.01%
536
2412
$12.4K ﹤0.01%
72
2413
$12.4K ﹤0.01%
213
+58
2414
$12.4K ﹤0.01%
535
2415
$12.4K ﹤0.01%
489
2416
$12.4K ﹤0.01%
1,626
+1,576
2417
$12.4K ﹤0.01%
529
2418
$12.3K ﹤0.01%
1,640
2419
$12.3K ﹤0.01%
300
2420
$12.3K ﹤0.01%
473
2421
$12.3K ﹤0.01%
1,864
2422
$12.3K ﹤0.01%
374
2423
$12.3K ﹤0.01%
438
2424
$12.3K ﹤0.01%
528
2425
$12.2K ﹤0.01%
462
95 96
97
98 99