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
2451
$11.7K ﹤0.01%
+349
2452
$11.7K ﹤0.01%
182
2453
$11.6K ﹤0.01%
355
-975
2454
$11.4K ﹤0.01%
92
+3
2455
$11.4K ﹤0.01%
400
-1,352
2456
$11.4K ﹤0.01%
312
+84
2457
$11.3K ﹤0.01%
360
2458
$11.3K ﹤0.01%
184
2459
$11.3K ﹤0.01%
246
+5
2460
$11.3K ﹤0.01%
60
-6
2461
$11.3K ﹤0.01%
550
2462
$11.3K ﹤0.01%
35
2463
$11.2K ﹤0.01%
+424
2464
$11.2K ﹤0.01%
1,220
2465
$11.2K ﹤0.01%
240
2466
$11.2K ﹤0.01%
300
2467
$11.2K ﹤0.01%
+1,000
2468
$11.2K ﹤0.01%
211
+56
2469
$11.2K ﹤0.01%
823
+4
2470
$11.1K ﹤0.01%
1,162
2471
$11.1K ﹤0.01%
282
2472
$11.1K ﹤0.01%
566
-391
2473
$11.1K ﹤0.01%
132
2474
$11.1K ﹤0.01%
721
2475
$11K ﹤0.01%
308
97 98
99
100 101