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
1701
$34.9K ﹤0.01%
162
-5
1702
$34.9K ﹤0.01%
377
+116
1703
$34.8K ﹤0.01%
1,140
+340
1704
$34.7K ﹤0.01%
1,020
+567
1705
$34.7K ﹤0.01%
882
+359
1706
$34.6K ﹤0.01%
232
1707
$34.6K ﹤0.01%
829
1708
$34.6K ﹤0.01%
644
1709
$34.5K ﹤0.01%
1,453
1710
$34.5K ﹤0.01%
2,671
1711
$34.2K ﹤0.01%
1,875
1712
$34.1K ﹤0.01%
768
+597
1713
$34.1K ﹤0.01%
156
1714
$34K ﹤0.01%
756
+34
1715
$33.8K ﹤0.01%
205
-109
1716
$33.7K ﹤0.01%
521
1717
$33.7K ﹤0.01%
4,788
+1,908
1718
$33.7K ﹤0.01%
735
+11
1719
$33.5K ﹤0.01%
695
-28
1720
$33.5K ﹤0.01%
1,176
1721
$33.5K ﹤0.01%
+1,314
1722
$33.4K ﹤0.01%
225
-43
1723
$33.4K ﹤0.01%
527
-76
1724
$33.3K ﹤0.01%
492
-7
1725
$33.2K ﹤0.01%
236
67 68
69
70 71