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
1301
$81.7K ﹤0.01%
2,702
-125
1302
$81.6K ﹤0.01%
1,765
1303
$81.6K ﹤0.01%
399
1304
$81.2K ﹤0.01%
1,874
+10
1305
$80.6K ﹤0.01%
2,498
1306
$80.4K ﹤0.01%
6,348
1307
$80.2K ﹤0.01%
1,391
1308
$80.1K ﹤0.01%
1,383
+1
1309
$80K ﹤0.01%
1,732
+1
1310
$79.2K ﹤0.01%
1,297
-28
1311
$79K ﹤0.01%
2,200
1312
$78.9K ﹤0.01%
3,386
1313
$78.5K ﹤0.01%
10,280
-1,304
1314
$78.2K ﹤0.01%
+3,000
1315
$78.1K ﹤0.01%
2,886
+459
1316
$77.6K ﹤0.01%
1,254
1317
$77K ﹤0.01%
8,841
+2,645
1318
$76.9K ﹤0.01%
3,436
+23
1319
$76.8K ﹤0.01%
387
+4
1320
$76.5K ﹤0.01%
1,965
+267
1321
$76.2K ﹤0.01%
1,443
-30
1322
$75.7K ﹤0.01%
3,115
1323
$75.7K ﹤0.01%
2,216
-7,282
1324
$75.6K ﹤0.01%
176
1325
$75.4K ﹤0.01%
3,284
-315
51 52
53
54 55