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
1551
$47.4K ﹤0.01%
17,250
1552
$47.3K ﹤0.01%
318
-118
1553
$47.1K ﹤0.01%
627
1554
$47.1K ﹤0.01%
162
-5
1555
$47K ﹤0.01%
2,300
1556
$46.9K ﹤0.01%
372
+76
1557
$46.8K ﹤0.01%
3,709
1558
$46.8K ﹤0.01%
391
+3
1559
$46.7K ﹤0.01%
1,989
+11
1560
$46.5K ﹤0.01%
6,506
-16
1561
$46.4K ﹤0.01%
+1,776
1562
$46.4K ﹤0.01%
5,975
+5,900
1563
$46.3K ﹤0.01%
709
+124
1564
$46.3K ﹤0.01%
852
1565
$46.1K ﹤0.01%
1,535
1566
$46.1K ﹤0.01%
1,411
-95
1567
$46K ﹤0.01%
1,273
+1
1568
$45.8K ﹤0.01%
304
+128
1569
$45.6K ﹤0.01%
6,616
1570
$45.5K ﹤0.01%
1,685
+385
1571
$45.2K ﹤0.01%
1,401
+29
1572
$45.2K ﹤0.01%
1,661
-16,200
1573
$45.1K ﹤0.01%
625
1574
$45.1K ﹤0.01%
1,800
1575
$44.7K ﹤0.01%
1,625
+861
61 62
63
64 65