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
1576
$44.5K ﹤0.01%
1,393
-6,939
1577
$44.5K ﹤0.01%
1,773
+1,410
1578
$44.4K ﹤0.01%
970
+3
1579
$44.4K ﹤0.01%
4,890
-14,137
1580
$44.3K ﹤0.01%
372
+170
1581
$44.2K ﹤0.01%
592
-733
1582
$44.1K ﹤0.01%
673
+13
1583
$44.1K ﹤0.01%
1,548
-100
1584
$44K ﹤0.01%
+1,060
1585
$44K ﹤0.01%
341
+57
1586
$43.8K ﹤0.01%
417
+413
1587
$43.8K ﹤0.01%
1,372
1588
$43.7K ﹤0.01%
+1,500
1589
$43.7K ﹤0.01%
990
1590
$43.6K ﹤0.01%
219
-4
1591
$43.6K ﹤0.01%
1,382
-6,344
1592
$43.5K ﹤0.01%
978
1593
$43.5K ﹤0.01%
1,346
-193
1594
$43.5K ﹤0.01%
1,004
-43
1595
$43.4K ﹤0.01%
+553
1596
$43.2K ﹤0.01%
1,213
1597
$43K ﹤0.01%
233
1598
$42.9K ﹤0.01%
1,102
+102
1599
$42.9K ﹤0.01%
416
+113
1600
$42.9K ﹤0.01%
2,323
+49
62 63
64
65 66