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
1351
$72.9K ﹤0.01%
2,840
1352
$72.4K ﹤0.01%
814
+41
1353
$72.4K ﹤0.01%
4,252
+17
1354
$71.8K ﹤0.01%
6,447
1355
$71.8K ﹤0.01%
280
1356
$71.6K ﹤0.01%
3,430
-620
1357
$71.5K ﹤0.01%
+2,327
1358
$71.5K ﹤0.01%
2,884
+18
1359
$71.2K ﹤0.01%
1,066
+198
1360
$71K ﹤0.01%
1,750
-659
1361
$70.9K ﹤0.01%
4,232
+126
1362
$70.9K ﹤0.01%
2,912
+835
1363
$70.8K ﹤0.01%
1,636
+6
1364
$70.7K ﹤0.01%
1,719
+3
1365
$70.6K ﹤0.01%
411
+154
1366
$70.2K ﹤0.01%
1,093
-152
1367
$70.1K ﹤0.01%
6,402
+157
1368
$70K ﹤0.01%
884
+1
1369
$70K ﹤0.01%
599
-98
1370
$70K ﹤0.01%
2,362
-101
1371
$69.2K ﹤0.01%
4,551
+590
1372
$69.2K ﹤0.01%
3,519
+11
1373
$68.9K ﹤0.01%
573
+507
1374
$68.8K ﹤0.01%
+2,170
1375
$68.8K ﹤0.01%
2,194
53 54
55
56 57