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
2576
$4.02K ﹤0.01%
18
+10
2577
$4.02K ﹤0.01%
333
2578
$4K ﹤0.01%
571
2579
$4K ﹤0.01%
+49
2580
$4K ﹤0.01%
160
2581
$3.99K ﹤0.01%
+250
2582
$3.97K ﹤0.01%
+79
2583
$3.96K ﹤0.01%
+132
2584
$3.96K ﹤0.01%
144
+106
2585
$3.95K ﹤0.01%
300
2586
$3.95K ﹤0.01%
17
+2
2587
$3.94K ﹤0.01%
42
-16
2588
$3.88K ﹤0.01%
164
+16
2589
$3.88K ﹤0.01%
75
2590
$3.84K ﹤0.01%
80
2591
$3.81K ﹤0.01%
178
2592
$3.8K ﹤0.01%
343
2593
$3.78K ﹤0.01%
100
2594
$3.78K ﹤0.01%
100
2595
$3.77K ﹤0.01%
126
2596
$3.77K ﹤0.01%
24
+18
2597
$3.73K ﹤0.01%
44
2598
$3.73K ﹤0.01%
76
2599
$3.73K ﹤0.01%
4,850
2600
$3.71K ﹤0.01%
71
+52
102 103
104
105 106