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
1401
$65.2K ﹤0.01%
6,858
+954
1402
$65.1K ﹤0.01%
2,136
-55
1403
$65.1K ﹤0.01%
341
-26
1404
$65K ﹤0.01%
1,800
1405
$64.9K ﹤0.01%
8,791
+1,984
1406
$64.6K ﹤0.01%
1,015
-125
1407
$64.5K ﹤0.01%
2,987
-662
1408
$64.3K ﹤0.01%
869
+340
1409
$64.3K ﹤0.01%
5,241
1410
$64.2K ﹤0.01%
1,175
-20
1411
$64K ﹤0.01%
3,000
1412
$63.9K ﹤0.01%
2,274
+22
1413
$63.5K ﹤0.01%
1,769
+4
1414
$63.5K ﹤0.01%
1,910
1415
$63.4K ﹤0.01%
10,090
+2,764
1416
$63.4K ﹤0.01%
504
+280
1417
$63.4K ﹤0.01%
5,244
1418
$63.2K ﹤0.01%
368
+36
1419
$63K ﹤0.01%
1,379
-198
1420
$63K ﹤0.01%
910
-90
1421
$62.9K ﹤0.01%
1,360
+527
1422
$62.8K ﹤0.01%
1,710
1423
$62.6K ﹤0.01%
471
-8
1424
$62.6K ﹤0.01%
2,989
+335
1425
$62.5K ﹤0.01%
1,678
-28
55 56
57
58 59