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
1451
$59.1K ﹤0.01%
263
-20
1452
$58.8K ﹤0.01%
696
+101
1453
$58.7K ﹤0.01%
3,303
1454
$58.7K ﹤0.01%
155
+64
1455
$58.7K ﹤0.01%
594
1456
$58.6K ﹤0.01%
972
-121
1457
$58.5K ﹤0.01%
1,613
+424
1458
$58.2K ﹤0.01%
2,652
+10
1459
$58.2K ﹤0.01%
821
-119
1460
$58.2K ﹤0.01%
2,719
1461
$58.1K ﹤0.01%
1,875
1462
$58.1K ﹤0.01%
1,805
1463
$58.1K ﹤0.01%
6,846
-1,002
1464
$58K ﹤0.01%
2,118
+1,326
1465
$57.8K ﹤0.01%
2,025
1466
$57.2K ﹤0.01%
1,382
+12
1467
$57K ﹤0.01%
1,822
+222
1468
$56.8K ﹤0.01%
830
-32
1469
$56.7K ﹤0.01%
2,175
+1,170
1470
$56.7K ﹤0.01%
1,408
-69
1471
$56.7K ﹤0.01%
4,008
1472
$56.4K ﹤0.01%
879
+2
1473
$55.7K ﹤0.01%
949
+163
1474
$55.5K ﹤0.01%
2,706
+1,471
1475
$55.4K ﹤0.01%
1,774
+668
57 58
59
60 61