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
2826
$1.63K ﹤0.01%
34
+5
2827
$1.62K ﹤0.01%
54
2828
$1.62K ﹤0.01%
210
2829
$1.62K ﹤0.01%
80
-44
2830
$1.6K ﹤0.01%
56
2831
$1.59K ﹤0.01%
19
-25
2832
$1.59K ﹤0.01%
13
+3
2833
$1.58K ﹤0.01%
59
2834
$1.57K ﹤0.01%
+200
2835
$1.57K ﹤0.01%
12
2836
$1.56K ﹤0.01%
62
2837
$1.55K ﹤0.01%
1,000
2838
$1.54K ﹤0.01%
66
2839
$1.52K ﹤0.01%
20
2840
$1.52K ﹤0.01%
1
-4
2841
$1.52K ﹤0.01%
+6
2842
$1.5K ﹤0.01%
116
+115
2843
$1.5K ﹤0.01%
8
+7
2844
$1.5K ﹤0.01%
60
-34
2845
$1.5K ﹤0.01%
128
2846
$1.49K ﹤0.01%
13
+8
2847
$1.49K ﹤0.01%
+101
2848
$1.49K ﹤0.01%
63
2849
$1.48K ﹤0.01%
+100
2850
$1.47K ﹤0.01%
100
112 113
114
115 116