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
1776
$29.1K ﹤0.01%
1,000
+998
1777
$29.1K ﹤0.01%
630
+150
1778
$29.1K ﹤0.01%
1,596
1779
$28.8K ﹤0.01%
1,008
-14
1780
$28.8K ﹤0.01%
425
-213
1781
$28.7K ﹤0.01%
463
+186
1782
$28.6K ﹤0.01%
+603
1783
$28.6K ﹤0.01%
1,450
-10
1784
$28.6K ﹤0.01%
1,024
1785
$28.5K ﹤0.01%
67
1786
$28.4K ﹤0.01%
857
1787
$28.3K ﹤0.01%
2,038
+377
1788
$28.3K ﹤0.01%
1,291
1789
$28.2K ﹤0.01%
152
-1
1790
$28.2K ﹤0.01%
812
+40
1791
$28.1K ﹤0.01%
1,985
-640
1792
$28.1K ﹤0.01%
191
+44
1793
$28K ﹤0.01%
3,016
1794
$28K ﹤0.01%
384
1795
$28K ﹤0.01%
+3,800
1796
$27.9K ﹤0.01%
600
1797
$27.8K ﹤0.01%
349
-22
1798
$27.8K ﹤0.01%
132
1799
$27.5K ﹤0.01%
1,270
+722
1800
$27.5K ﹤0.01%
588
-784
70 71
72
73 74