HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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
251
$2.02M 0.07%
47,198
-1,275
252
$2.02M 0.07%
7,918
+168
253
$2.01M 0.07%
9,447
+5,650
254
$2.01M 0.07%
10,485
+228
255
$1.99M 0.07%
57,828
+4,215
256
$1.99M 0.07%
5,556
+354
257
$1.99M 0.07%
101,914
+5,124
258
$1.98M 0.07%
25,941
+4,524
259
$1.96M 0.07%
20,243
+1,837
260
$1.94M 0.07%
38,606
-24,367
261
$1.93M 0.07%
+92,364
262
$1.91M 0.07%
17,811
-2,086
263
$1.9M 0.07%
27,541
-1,204
264
$1.9M 0.07%
77,512
+4,945
265
$1.89M 0.07%
33,002
+898
266
$1.89M 0.07%
64,467
+20,654
267
$1.88M 0.07%
28,813
+1,003
268
$1.88M 0.07%
+41,867
269
$1.86M 0.07%
118,397
+3,392
270
$1.86M 0.07%
30,601
271
$1.84M 0.07%
43,802
+1,333
272
$1.84M 0.07%
56,593
-40
273
$1.83M 0.06%
14,575
-161
274
$1.82M 0.06%
52,148
+758
275
$1.8M 0.06%
62,961
+51,765
9 10
11
12 13