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
851
$238K 0.01%
4,648
+390
852
$238K 0.01%
3,636
+266
853
$237K 0.01%
6,216
854
$237K 0.01%
8,095
-4,345
855
$237K 0.01%
2,896
-210
856
$236K 0.01%
6,412
+481
857
$236K 0.01%
1,398
+55
858
$235K 0.01%
6,570
+887
859
$235K 0.01%
3,091
-320
860
$234K 0.01%
2,163
-85
861
$232K 0.01%
1,186
+1,004
862
$232K 0.01%
6,346
863
$231K 0.01%
2,424
+2,061
864
$230K 0.01%
354
+43
865
$230K 0.01%
329
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866
$229K 0.01%
2,616
-61
867
$229K 0.01%
6,916
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868
$228K 0.01%
3,418
-227
869
$227K 0.01%
10,581
-251
870
$227K 0.01%
916
+162
871
$227K 0.01%
4,733
+10
872
$227K 0.01%
4,464
+489
873
$226K 0.01%
4,589
-415
874
$226K 0.01%
2,802
-351
875
$225K 0.01%
6,268
-412
33 34
35
36 37