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
776
$293K 0.01%
+9,583
777
$292K 0.01%
9,318
-1,276
778
$292K 0.01%
8,859
+130
779
$290K 0.01%
3,796
+155
780
$289K 0.01%
12,702
+6,165
781
$287K 0.01%
36,947
+3,640
782
$287K 0.01%
7,651
783
$287K 0.01%
1,346
+20
784
$285K 0.01%
6,843
+4,094
785
$284K 0.01%
4,328
+1,327
786
$284K 0.01%
2,920
+30
787
$284K 0.01%
2,067
-554
788
$282K 0.01%
4,104
+143
789
$281K 0.01%
5,557
-2,961
790
$280K 0.01%
2,206
791
$280K 0.01%
14,661
-126
792
$279K 0.01%
12,152
+1,139
793
$279K 0.01%
2,015
-294
794
$279K 0.01%
6,642
+1,747
795
$279K 0.01%
11,966
+9,781
796
$279K 0.01%
+8,771
797
$278K 0.01%
3,678
+2,246
798
$278K 0.01%
6,012
+114
799
$276K 0.01%
3,033
+274
800
$276K 0.01%
57,425
+1,419
30 31
32
33 34