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
951
$186K 0.01%
5,025
+35
952
$185K 0.01%
5,674
+6
953
$185K 0.01%
5,979
+369
954
$183K 0.01%
7,473
+4,231
955
$183K 0.01%
6,572
956
$181K 0.01%
3,084
+30
957
$180K 0.01%
601
+83
958
$180K 0.01%
88,943
+3,165
959
$180K 0.01%
2,079
-244
960
$180K 0.01%
3,053
961
$179K 0.01%
3,253
+91
962
$179K 0.01%
6,605
963
$178K 0.01%
4,759
+2,477
964
$178K 0.01%
4,156
-19
965
$178K 0.01%
6,024
+3,989
966
$178K 0.01%
5,332
+2,719
967
$177K 0.01%
7,450
+52
968
$177K 0.01%
7,171
-338
969
$176K 0.01%
759
+53
970
$175K 0.01%
2,025
+2
971
$174K 0.01%
3,846
+187
972
$174K 0.01%
693
+6
973
$174K 0.01%
8,116
+288
974
$173K 0.01%
2,528
+416
975
$173K 0.01%
2,353
+46
37 38
39
40 41