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
826
$255K 0.01%
2,703
+341
827
$255K 0.01%
12,460
+117
828
$254K 0.01%
6,767
+8
829
$254K 0.01%
7,727
-716
830
$253K 0.01%
5,079
+174
831
$253K 0.01%
11,066
+399
832
$253K 0.01%
14,963
+694
833
$253K 0.01%
3,490
+4
834
$252K 0.01%
4,343
-100
835
$251K 0.01%
2,124
-50
836
$250K 0.01%
432
837
$247K 0.01%
2,751
+556
838
$246K 0.01%
3,072
+331
839
$246K 0.01%
5,527
-1,688
840
$246K 0.01%
12,270
-302
841
$246K 0.01%
2,634
-3,772
842
$246K 0.01%
8,214
-1,865
843
$245K 0.01%
4,855
844
$244K 0.01%
3,996
-57
845
$244K 0.01%
2,414
+888
846
$242K 0.01%
3,987
+107
847
$241K 0.01%
17,404
-1,930
848
$241K 0.01%
6,411
+53
849
$241K 0.01%
10,679
-769
850
$240K 0.01%
2,378
-1,110
32 33
34
35 36