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
2601
$3.7K ﹤0.01%
125
2602
$3.67K ﹤0.01%
140
-306
2603
$3.66K ﹤0.01%
140
-986
2604
$3.65K ﹤0.01%
135
2605
$3.62K ﹤0.01%
51
-23
2606
$3.62K ﹤0.01%
299
-229
2607
$3.61K ﹤0.01%
+75
2608
$3.6K ﹤0.01%
192
-355
2609
$3.59K ﹤0.01%
13
2610
$3.57K ﹤0.01%
37
2611
$3.55K ﹤0.01%
108
+38
2612
$3.53K ﹤0.01%
1,317
2613
$3.53K ﹤0.01%
117
-128
2614
$3.52K ﹤0.01%
66
2615
$3.52K ﹤0.01%
200
2616
$3.49K ﹤0.01%
61
2617
$3.46K ﹤0.01%
+100
2618
$3.45K ﹤0.01%
94
2619
$3.44K ﹤0.01%
95
2620
$3.43K ﹤0.01%
204
2621
$3.43K ﹤0.01%
24
2622
$3.42K ﹤0.01%
+793
2623
$3.41K ﹤0.01%
16
+9
2624
$3.41K ﹤0.01%
139
2625
$3.37K ﹤0.01%
19
103 104
105
106 107