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
1676
$36.4K ﹤0.01%
1,620
1677
$36.4K ﹤0.01%
6,900
+3,400
1678
$36.2K ﹤0.01%
613
1679
$36.2K ﹤0.01%
208
+2
1680
$36.1K ﹤0.01%
1,136
+954
1681
$36.1K ﹤0.01%
339
+62
1682
$36.1K ﹤0.01%
6,222
+6
1683
$36.1K ﹤0.01%
187
1684
$36K ﹤0.01%
1,420
-124
1685
$35.9K ﹤0.01%
1,004
+5
1686
$35.9K ﹤0.01%
523
-47
1687
$35.9K ﹤0.01%
2,050
-487
1688
$35.9K ﹤0.01%
+2,633
1689
$35.9K ﹤0.01%
428
-85
1690
$35.8K ﹤0.01%
1,151
1691
$35.7K ﹤0.01%
+737
1692
$35.7K ﹤0.01%
1,363
1693
$35.6K ﹤0.01%
1,167
-1,015
1694
$35.6K ﹤0.01%
721
-397
1695
$35.6K ﹤0.01%
452
+10
1696
$35.3K ﹤0.01%
63
+22
1697
$35.3K ﹤0.01%
1,510
-76
1698
$35.1K ﹤0.01%
128
+93
1699
$35K ﹤0.01%
281
+111
1700
$35K ﹤0.01%
+1,026
66 67
68
69 70