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
1326
$75.4K ﹤0.01%
+3,000
1327
$75.2K ﹤0.01%
2,640
+347
1328
$75.1K ﹤0.01%
1,714
+550
1329
$75.1K ﹤0.01%
961
+17
1330
$75K ﹤0.01%
2,595
+1,225
1331
$74.8K ﹤0.01%
1,373
1332
$74.8K ﹤0.01%
1,822
+265
1333
$74.7K ﹤0.01%
2,075
1334
$74.7K ﹤0.01%
3,308
+1,910
1335
$74.7K ﹤0.01%
+2,125
1336
$74.6K ﹤0.01%
1,189
1337
$74.5K ﹤0.01%
171
-29
1338
$74.4K ﹤0.01%
641
+538
1339
$74.3K ﹤0.01%
1,265
+171
1340
$74.3K ﹤0.01%
1,164
+69
1341
$74.3K ﹤0.01%
1,048
1342
$74.2K ﹤0.01%
1,682
-72
1343
$73.9K ﹤0.01%
5,610
1344
$73.6K ﹤0.01%
3,284
-41
1345
$73.5K ﹤0.01%
1,425
-124
1346
$73.3K ﹤0.01%
1,668
1347
$73.3K ﹤0.01%
552
+52
1348
$73.1K ﹤0.01%
2,632
+294
1349
$73K ﹤0.01%
1,808
+1,588
1350
$72.9K ﹤0.01%
217
-14
52 53
54
55 56