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
1276
$87.1K ﹤0.01%
1,127
+5
1277
$87K ﹤0.01%
8,946
+13
1278
$86.6K ﹤0.01%
2,020
-498
1279
$86.4K ﹤0.01%
2,052
1280
$86.3K ﹤0.01%
600
1281
$86K ﹤0.01%
4,274
+2,839
1282
$85.6K ﹤0.01%
5,716
+76
1283
$84.5K ﹤0.01%
1,237
+41
1284
$84.4K ﹤0.01%
1,662
-70
1285
$84.3K ﹤0.01%
6,641
-217
1286
$84.1K ﹤0.01%
1,032
+4
1287
$84.1K ﹤0.01%
1,113
1288
$83.9K ﹤0.01%
917
+907
1289
$83.3K ﹤0.01%
2,306
1290
$83.3K ﹤0.01%
3,011
+1,501
1291
$83.2K ﹤0.01%
281
-30
1292
$83.1K ﹤0.01%
768
1293
$83K ﹤0.01%
595
1294
$82.9K ﹤0.01%
3,259
1295
$82.3K ﹤0.01%
339
+66
1296
$82.3K ﹤0.01%
6,412
1297
$82.2K ﹤0.01%
743
+18
1298
$82.1K ﹤0.01%
301
-3
1299
$82K ﹤0.01%
3,919
-555
1300
$81.7K ﹤0.01%
996
-69
50 51
52
53 54