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
2676
$2.83K ﹤0.01%
61
+6
2677
$2.83K ﹤0.01%
22
+5
2678
$2.82K ﹤0.01%
37
-143
2679
$2.81K ﹤0.01%
34
2680
$2.8K ﹤0.01%
133
-3
2681
$2.78K ﹤0.01%
293
2682
$2.78K ﹤0.01%
132
2683
$2.78K ﹤0.01%
+95
2684
$2.76K ﹤0.01%
37
+14
2685
$2.76K ﹤0.01%
73
2686
$2.74K ﹤0.01%
135
2687
$2.71K ﹤0.01%
29
-3
2688
$2.69K ﹤0.01%
125
2689
$2.69K ﹤0.01%
+50
2690
$2.68K ﹤0.01%
121
2691
$2.67K ﹤0.01%
63
2692
$2.65K ﹤0.01%
+200
2693
$2.65K ﹤0.01%
30
2694
$2.65K ﹤0.01%
296
2695
$2.64K ﹤0.01%
116
2696
$2.63K ﹤0.01%
318
-141
2697
$2.63K ﹤0.01%
30
2698
$2.62K ﹤0.01%
279
+179
2699
$2.6K ﹤0.01%
60
2700
$2.6K ﹤0.01%
43
-18
106 107
108
109 110