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
2876
$1.26K ﹤0.01%
15
2877
$1.25K ﹤0.01%
99
2878
$1.25K ﹤0.01%
262
2879
$1.25K ﹤0.01%
+12
2880
$1.25K ﹤0.01%
56
2881
$1.24K ﹤0.01%
24
-22
2882
$1.24K ﹤0.01%
+20
2883
$1.23K ﹤0.01%
120
2884
$1.23K ﹤0.01%
125
2885
$1.22K ﹤0.01%
500
2886
$1.22K ﹤0.01%
140
+40
2887
$1.22K ﹤0.01%
+40
2888
$1.21K ﹤0.01%
234
2889
$1.21K ﹤0.01%
3
+2
2890
$1.2K ﹤0.01%
27
2891
$1.2K ﹤0.01%
19
+10
2892
$1.19K ﹤0.01%
147
-555
2893
$1.18K ﹤0.01%
50
2894
$1.18K ﹤0.01%
392
2895
$1.18K ﹤0.01%
32
+30
2896
$1.16K ﹤0.01%
10
2897
$1.16K ﹤0.01%
+66
2898
$1.15K ﹤0.01%
24
2899
$1.15K ﹤0.01%
47
2900
$1.13K ﹤0.01%
+12
114 115
116
117 118