HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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

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
3176
$44 ﹤0.01%
1
3177
$44 ﹤0.01%
3
3178
$41 ﹤0.01%
25
3179
$39 ﹤0.01%
1
3180
$37 ﹤0.01%
1
3181
$37 ﹤0.01%
1
3182
$36 ﹤0.01%
1
3183
$36 ﹤0.01%
6
3184
$36 ﹤0.01%
+4
3185
$33 ﹤0.01%
2
3186
0
3187
$29 ﹤0.01%
+25
3188
$29 ﹤0.01%
5
3189
0
3190
$26 ﹤0.01%
1
3191
$25 ﹤0.01%
14
3192
$25 ﹤0.01%
1
3193
$25 ﹤0.01%
+50
3194
$21 ﹤0.01%
+2
3195
$20 ﹤0.01%
140
3196
$18 ﹤0.01%
8
3197
$16 ﹤0.01%
1
3198
$14 ﹤0.01%
1
3199
$13 ﹤0.01%
1
3200
$13 ﹤0.01%
115