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
1601
$42.9K ﹤0.01%
1,885
1602
$42.8K ﹤0.01%
157
-20
1603
$42.6K ﹤0.01%
313
-71
1604
$42.5K ﹤0.01%
204
+55
1605
$42.5K ﹤0.01%
2,600
-250
1606
$42.4K ﹤0.01%
3,478
+480
1607
$42.4K ﹤0.01%
1,297
+572
1608
$42.3K ﹤0.01%
98
1609
$42.3K ﹤0.01%
788
+447
1610
$42.2K ﹤0.01%
756
-26
1611
$42.1K ﹤0.01%
+752
1612
$42.1K ﹤0.01%
340
-119
1613
$41.9K ﹤0.01%
677
+14
1614
$41.6K ﹤0.01%
4,166
+1,166
1615
$41.6K ﹤0.01%
864
1616
$41.6K ﹤0.01%
1,459
+27
1617
$41.5K ﹤0.01%
+920
1618
$41.4K ﹤0.01%
218
1619
$41.3K ﹤0.01%
1,542
1620
$41.2K ﹤0.01%
950
+200
1621
$41.2K ﹤0.01%
714
1622
$41.2K ﹤0.01%
1,399
+4
1623
$41.1K ﹤0.01%
2,472
+364
1624
$41.1K ﹤0.01%
621
+382
1625
$41K ﹤0.01%
393
+53
63 64
65
66 67