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
1726
$32.9K ﹤0.01%
569
+521
1727
$32.9K ﹤0.01%
397
+61
1728
$32.8K ﹤0.01%
687
-18
1729
$32.5K ﹤0.01%
957
-869
1730
$32.4K ﹤0.01%
874
-72
1731
$32.4K ﹤0.01%
310
+78
1732
$32.3K ﹤0.01%
176
-41
1733
$32.3K ﹤0.01%
65
+4
1734
$32.2K ﹤0.01%
877
-44
1735
$32.2K ﹤0.01%
1,880
+40
1736
$32.1K ﹤0.01%
2,065
1737
$31.9K ﹤0.01%
2,238
1738
$31.8K ﹤0.01%
582
+41
1739
$31.8K ﹤0.01%
3,363
-222
1740
$31.6K ﹤0.01%
1,290
-2,746
1741
$31.5K ﹤0.01%
2,737
-442
1742
$31.4K ﹤0.01%
172
1743
$31.3K ﹤0.01%
1,194
-27
1744
$31.3K ﹤0.01%
216
1745
$31.3K ﹤0.01%
400
1746
$31.2K ﹤0.01%
+1,149
1747
$31.2K ﹤0.01%
1,169
1748
$31.2K ﹤0.01%
255
-36
1749
$31.1K ﹤0.01%
1,153
-401
1750
$31.1K ﹤0.01%
14,250
-5,500
68 69
70
71 72