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
1376
$68.6K ﹤0.01%
424
1377
$68.6K ﹤0.01%
791
-188
1378
$68.5K ﹤0.01%
1,009
+4
1379
$68.4K ﹤0.01%
312
-18
1380
$68.4K ﹤0.01%
972
1381
$68.3K ﹤0.01%
1,738
+1,376
1382
$67.9K ﹤0.01%
1,840
1383
$67.6K ﹤0.01%
1,202
1384
$67.5K ﹤0.01%
+14,995
1385
$67.4K ﹤0.01%
1,697
1386
$67.4K ﹤0.01%
202
-56
1387
$67.3K ﹤0.01%
1,357
+87
1388
$67.2K ﹤0.01%
552
1389
$67.1K ﹤0.01%
1,257
-10
1390
$66.9K ﹤0.01%
535
+435
1391
$66.7K ﹤0.01%
958
+66
1392
$66.7K ﹤0.01%
1,561
+26
1393
$66K ﹤0.01%
+3,492
1394
$66K ﹤0.01%
5,092
+4,634
1395
$65.9K ﹤0.01%
7,317
1396
$65.6K ﹤0.01%
2,435
+5
1397
$65.6K ﹤0.01%
2,337
+544
1398
$65.6K ﹤0.01%
2,232
1399
$65.4K ﹤0.01%
2,261
1400
$65.3K ﹤0.01%
5,497
+2,040
54 55
56
57 58