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
551
$564K 0.02%
17,265
-25
552
$564K 0.02%
8,404
-5,511
553
$563K 0.02%
9,330
-412
554
$562K 0.02%
1,725
-680
555
$561K 0.02%
6,149
+100
556
$552K 0.02%
6,434
-47
557
$552K 0.02%
1,903
+1,310
558
$550K 0.02%
4,102
559
$546K 0.02%
29,973
-8,397
560
$545K 0.02%
20,176
+385
561
$544K 0.02%
10,717
+7
562
$543K 0.02%
4,637
-461
563
$541K 0.02%
6,432
-386
564
$540K 0.02%
17,204
-411
565
$539K 0.02%
9,529
-227
566
$539K 0.02%
31,139
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567
$536K 0.02%
13,394
568
$536K 0.02%
17,044
+6,880
569
$535K 0.02%
14,442
-1,457
570
$533K 0.02%
7,956
-149
571
$533K 0.02%
7,370
-782
572
$532K 0.02%
553
+162
573
$531K 0.02%
11,923
+9,373
574
$531K 0.02%
32,927
-3,115
575
$527K 0.02%
3,087
+18
21 22
23
24 25