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
1526
$50.1K ﹤0.01%
2,415
+301
1527
$50K ﹤0.01%
+2,122
1528
$49.9K ﹤0.01%
1,142
-189
1529
$49.8K ﹤0.01%
2,763
1530
$49.5K ﹤0.01%
1,256
+70
1531
$49.2K ﹤0.01%
+2,393
1532
$49.1K ﹤0.01%
11,475
1533
$49.1K ﹤0.01%
+1,176
1534
$49K ﹤0.01%
+2,500
1535
$49K ﹤0.01%
3,216
-25
1536
$48.9K ﹤0.01%
453
1537
$48.9K ﹤0.01%
1,345
+905
1538
$48.3K ﹤0.01%
363
-53
1539
$48.3K ﹤0.01%
1,213
-1
1540
$48.1K ﹤0.01%
3,657
+698
1541
$48K ﹤0.01%
1,196
1542
$47.8K ﹤0.01%
10,177
-365
1543
$47.7K ﹤0.01%
+3,661
1544
$47.7K ﹤0.01%
881
1545
$47.7K ﹤0.01%
309
+8
1546
$47.7K ﹤0.01%
977
+306
1547
$47.6K ﹤0.01%
735
-350
1548
$47.6K ﹤0.01%
554
+257
1549
$47.6K ﹤0.01%
260
+5
1550
$47.5K ﹤0.01%
488
+139
60 61
62
63 64