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
2526
$4.52K ﹤0.01%
300
2527
$4.52K ﹤0.01%
300
+128
2528
$4.51K ﹤0.01%
46
2529
$4.51K ﹤0.01%
441
2530
$4.51K ﹤0.01%
1,053
2531
$4.5K ﹤0.01%
45
2532
$4.47K ﹤0.01%
+200
2533
$4.47K ﹤0.01%
100
2534
$4.47K ﹤0.01%
150
2535
$4.45K ﹤0.01%
+1,449
2536
$4.44K ﹤0.01%
98
2537
$4.38K ﹤0.01%
156
2538
$4.37K ﹤0.01%
114
+1
2539
$4.37K ﹤0.01%
32
+17
2540
$4.36K ﹤0.01%
100
2541
$4.36K ﹤0.01%
103
+1
2542
$4.35K ﹤0.01%
158
+56
2543
$4.33K ﹤0.01%
160
2544
$4.32K ﹤0.01%
166
+1
2545
$4.32K ﹤0.01%
131
-73
2546
$4.32K ﹤0.01%
421
2547
$4.31K ﹤0.01%
150
2548
$4.31K ﹤0.01%
+300
2549
$4.3K ﹤0.01%
192
-11
2550
$4.3K ﹤0.01%
138
100 101
102
103 104