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
$2.82B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,359
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.1M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.37M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$8.9M

Top Sells

1
+$8.53M
2
+$2.45M
3
+$2.22M
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$1.89M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.84M

Sector Composition

1 Technology 5.04%
2 Financials 2.56%
3 Consumer Staples 2.37%
4 Consumer Discretionary 1.99%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$4.81K ﹤0.01%
406
2502
$4.79K ﹤0.01%
106
2503
$4.79K ﹤0.01%
250
2504
$4.78K ﹤0.01%
100
2505
$4.77K ﹤0.01%
528
2506
$4.76K ﹤0.01%
150
2507
$4.76K ﹤0.01%
145
2508
$4.73K ﹤0.01%
93
2509
$4.72K ﹤0.01%
161
+44
2510
$4.68K ﹤0.01%
189
+56
2511
$4.66K ﹤0.01%
163
2512
$4.66K ﹤0.01%
159
2513
$4.65K ﹤0.01%
200
2514
$4.65K ﹤0.01%
125
2515
$4.65K ﹤0.01%
109
2516
$4.63K ﹤0.01%
15
+1
2517
$4.61K ﹤0.01%
535
2518
$4.61K ﹤0.01%
100
2519
$4.57K ﹤0.01%
114
+57
2520
$4.56K ﹤0.01%
+250
2521
$4.56K ﹤0.01%
202
2522
$4.56K ﹤0.01%
128
+77
2523
$4.56K ﹤0.01%
192
-1
2524
$4.55K ﹤0.01%
61
2525
$4.53K ﹤0.01%
84
99 100
101
102 103