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
2751
$2.24K ﹤0.01%
857
-1,000
2752
$2.23K ﹤0.01%
500
2753
$2.23K ﹤0.01%
118
-6
2754
$2.23K ﹤0.01%
38
2755
$2.23K ﹤0.01%
890
-590
2756
$2.23K ﹤0.01%
+31
2757
$2.23K ﹤0.01%
30
+7
2758
$2.21K ﹤0.01%
21
+7
2759
$2.18K ﹤0.01%
70
+68
2760
$2.17K ﹤0.01%
8
2761
$2.17K ﹤0.01%
+78
2762
$2.16K ﹤0.01%
81
-11
2763
$2.16K ﹤0.01%
120
-81
2764
$2.15K ﹤0.01%
+8
2765
$2.15K ﹤0.01%
+20
2766
$2.14K ﹤0.01%
9
-2
2767
$2.13K ﹤0.01%
+822
2768
$2.13K ﹤0.01%
41
2769
$2.12K ﹤0.01%
100
2770
$2.12K ﹤0.01%
50
2771
$2.11K ﹤0.01%
58
-22
2772
$2.11K ﹤0.01%
+137
2773
$2.11K ﹤0.01%
567
+21
2774
$2.09K ﹤0.01%
50
2775
$2.08K ﹤0.01%
291
+11
109 110
111
112 113