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
2851
$1.46K ﹤0.01%
12
-6
2852
$1.46K ﹤0.01%
82
+1
2853
$1.45K ﹤0.01%
40
2854
$1.45K ﹤0.01%
48
+6
2855
$1.45K ﹤0.01%
150
-167
2856
$1.41K ﹤0.01%
49
2857
$1.41K ﹤0.01%
73
2858
$1.41K ﹤0.01%
51
2859
$1.38K ﹤0.01%
+60
2860
$1.38K ﹤0.01%
22
-64
2861
$1.36K ﹤0.01%
+800
2862
$1.36K ﹤0.01%
54
2863
$1.35K ﹤0.01%
86
2864
$1.33K ﹤0.01%
+407
2865
$1.31K ﹤0.01%
109
+1
2866
$1.31K ﹤0.01%
35
+25
2867
$1.3K ﹤0.01%
51
2868
$1.29K ﹤0.01%
45
+22
2869
$1.29K ﹤0.01%
25
2870
$1.28K ﹤0.01%
80
2871
$1.27K ﹤0.01%
237
2872
$1.27K ﹤0.01%
+4
2873
$1.27K ﹤0.01%
25
2874
$1.26K ﹤0.01%
26
2875
$1.26K ﹤0.01%
115
-200
113 114
115
116 117