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
1251
$92.6K ﹤0.01%
475
+57
1252
$92.6K ﹤0.01%
1,944
1253
$92K ﹤0.01%
600
1254
$92K ﹤0.01%
764
1255
$91.9K ﹤0.01%
3,356
+133
1256
$91.9K ﹤0.01%
216
-28
1257
$91.4K ﹤0.01%
+2,709
1258
$90.4K ﹤0.01%
2,200
1259
$90.1K ﹤0.01%
942
+390
1260
$90K ﹤0.01%
549
-37
1261
$89.8K ﹤0.01%
2,414
+610
1262
$89.3K ﹤0.01%
2,646
+1,846
1263
$89.2K ﹤0.01%
5,412
1264
$89.2K ﹤0.01%
1,546
-56
1265
$89.1K ﹤0.01%
675
-10
1266
$88.1K ﹤0.01%
1,603
+42
1267
$88.1K ﹤0.01%
4,265
1268
$88.1K ﹤0.01%
1,654
-24
1269
$87.9K ﹤0.01%
10,650
1270
$87.8K ﹤0.01%
1,934
-2,371
1271
$87.7K ﹤0.01%
1,054
+501
1272
$87.5K ﹤0.01%
281
+183
1273
$87.4K ﹤0.01%
1,852
+127
1274
$87.3K ﹤0.01%
2,396
+31
1275
$87.2K ﹤0.01%
1,295
49 50
51
52 53