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
2701
$2.57K ﹤0.01%
110
2702
$2.54K ﹤0.01%
105
2703
$2.54K ﹤0.01%
20
2704
$2.54K ﹤0.01%
120
+90
2705
$2.53K ﹤0.01%
69
2706
$2.53K ﹤0.01%
70
2707
$2.52K ﹤0.01%
125
2708
$2.52K ﹤0.01%
71
2709
$2.51K ﹤0.01%
85
+33
2710
$2.51K ﹤0.01%
500
2711
$2.5K ﹤0.01%
371
2712
$2.49K ﹤0.01%
44
2713
$2.49K ﹤0.01%
+56
2714
$2.49K ﹤0.01%
40
2715
$2.48K ﹤0.01%
2,000
2716
$2.48K ﹤0.01%
+581
2717
$2.47K ﹤0.01%
120
2718
$2.46K ﹤0.01%
700
2719
$2.45K ﹤0.01%
56
2720
$2.45K ﹤0.01%
309
2721
$2.44K ﹤0.01%
+44
2722
$2.44K ﹤0.01%
300
2723
$2.43K ﹤0.01%
67
2724
$2.42K ﹤0.01%
61
2725
$2.41K ﹤0.01%
100
107 108
109
110 111