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
1651
$38.3K ﹤0.01%
353
-14
1652
$38.2K ﹤0.01%
525
-31
1653
$38.2K ﹤0.01%
1,881
-1,391
1654
$38K ﹤0.01%
1,200
1655
$37.9K ﹤0.01%
400
1656
$37.8K ﹤0.01%
919
-1
1657
$37.8K ﹤0.01%
500
1658
$37.7K ﹤0.01%
228
+20
1659
$37.4K ﹤0.01%
6,148
+2,148
1660
$37.4K ﹤0.01%
1,581
1661
$37.4K ﹤0.01%
1,988
+117
1662
$37.3K ﹤0.01%
1,287
+149
1663
$37.3K ﹤0.01%
271
-33
1664
$37.3K ﹤0.01%
762
1665
$37.1K ﹤0.01%
497
-298
1666
$37.1K ﹤0.01%
2,641
+179
1667
$37.1K ﹤0.01%
743
1668
$37.1K ﹤0.01%
225
+95
1669
$37K ﹤0.01%
1,296
+250
1670
$36.9K ﹤0.01%
30
-14
1671
$36.8K ﹤0.01%
2,161
1672
$36.8K ﹤0.01%
275
+55
1673
$36.7K ﹤0.01%
94
-13
1674
$36.6K ﹤0.01%
510
1675
$36.5K ﹤0.01%
615
+44
65 66
67
68 69