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
2726
$2.41K ﹤0.01%
11
+9
2727
$2.41K ﹤0.01%
64
2728
$2.39K ﹤0.01%
125
-800
2729
$2.39K ﹤0.01%
+9
2730
$2.38K ﹤0.01%
49
2731
$2.37K ﹤0.01%
100
2732
$2.37K ﹤0.01%
196
2733
$2.36K ﹤0.01%
+42
2734
$2.35K ﹤0.01%
60
2735
$2.34K ﹤0.01%
78
2736
$2.34K ﹤0.01%
78
2737
$2.34K ﹤0.01%
142
2738
$2.33K ﹤0.01%
40
2739
$2.33K ﹤0.01%
+80
2740
$2.32K ﹤0.01%
32
-19
2741
$2.32K ﹤0.01%
58
2742
$2.31K ﹤0.01%
150
2743
$2.3K ﹤0.01%
+67
2744
$2.3K ﹤0.01%
492
2745
$2.29K ﹤0.01%
59
2746
$2.29K ﹤0.01%
70
2747
$2.28K ﹤0.01%
57
-10
2748
$2.27K ﹤0.01%
12
-3
2749
$2.25K ﹤0.01%
275
2750
$2.25K ﹤0.01%
+20
108 109
110
111 112