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
2801
$1.81K ﹤0.01%
102
+16
2802
$1.81K ﹤0.01%
145
2803
$1.81K ﹤0.01%
50
2804
$1.8K ﹤0.01%
248
+100
2805
$1.8K ﹤0.01%
+1,000
2806
$1.79K ﹤0.01%
100
+44
2807
$1.79K ﹤0.01%
200
2808
$1.79K ﹤0.01%
39
2809
$1.79K ﹤0.01%
19
2810
$1.75K ﹤0.01%
63
+34
2811
$1.75K ﹤0.01%
98
2812
$1.75K ﹤0.01%
+75
2813
$1.71K ﹤0.01%
+69
2814
$1.71K ﹤0.01%
30
2815
$1.7K ﹤0.01%
971
2816
$1.7K ﹤0.01%
90
2817
$1.7K ﹤0.01%
+37
2818
$1.69K ﹤0.01%
100
2819
$1.69K ﹤0.01%
34
2820
$1.69K ﹤0.01%
30
2821
$1.68K ﹤0.01%
120
2822
$1.67K ﹤0.01%
+16
2823
$1.66K ﹤0.01%
246
2824
$1.64K ﹤0.01%
100
2825
$1.63K ﹤0.01%
66
111 112
113
114 115