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
2776
$2.05K ﹤0.01%
60
2777
$2.04K ﹤0.01%
+21
2778
$2.01K ﹤0.01%
44
2779
$1.99K ﹤0.01%
43
2780
$1.99K ﹤0.01%
37
+24
2781
$1.98K ﹤0.01%
15
2782
$1.97K ﹤0.01%
60
2783
$1.96K ﹤0.01%
87
2784
$1.96K ﹤0.01%
40
2785
$1.96K ﹤0.01%
52
-14
2786
$1.95K ﹤0.01%
57
2787
$1.93K ﹤0.01%
45
2788
$1.93K ﹤0.01%
300
2789
$1.92K ﹤0.01%
264
2790
$1.92K ﹤0.01%
56
+46
2791
$1.91K ﹤0.01%
12
2792
$1.91K ﹤0.01%
130
2793
$1.9K ﹤0.01%
141
2794
$1.89K ﹤0.01%
460
2795
$1.88K ﹤0.01%
+124
2796
$1.86K ﹤0.01%
86
2797
$1.85K ﹤0.01%
6
+2
2798
$1.85K ﹤0.01%
30
2799
$1.82K ﹤0.01%
+31
2800
$1.82K ﹤0.01%
+625
110 111
112
113 114