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
1426
$62.4K ﹤0.01%
668
+105
1427
$62.3K ﹤0.01%
860
+200
1428
$62.3K ﹤0.01%
390
-18
1429
$62.2K ﹤0.01%
706
1430
$62.1K ﹤0.01%
12,905
-1,103
1431
$61.7K ﹤0.01%
3,640
1432
$61.3K ﹤0.01%
4,623
+8
1433
$61.1K ﹤0.01%
1,215
1434
$61.1K ﹤0.01%
2,250
1435
$61K ﹤0.01%
7,360
+84
1436
$60.8K ﹤0.01%
653
+274
1437
$60.7K ﹤0.01%
1,803
+411
1438
$60.7K ﹤0.01%
644
-719
1439
$60.5K ﹤0.01%
2,198
1440
$60.4K ﹤0.01%
4,023
-173
1441
$60.3K ﹤0.01%
1,046
-46
1442
$60.3K ﹤0.01%
2,277
+6
1443
$59.8K ﹤0.01%
1,457
1444
$59.8K ﹤0.01%
917
-269
1445
$59.8K ﹤0.01%
2,410
+680
1446
$59.8K ﹤0.01%
3,032
1447
$59.6K ﹤0.01%
5,200
1448
$59.5K ﹤0.01%
479
+163
1449
$59.4K ﹤0.01%
1,937
-93
1450
$59.4K ﹤0.01%
4,000
-158
56 57
58
59 60