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
1826
$25.9K ﹤0.01%
+1,264
1827
$25.9K ﹤0.01%
+1,625
1828
$25.8K ﹤0.01%
700
1829
$25.8K ﹤0.01%
713
+206
1830
$25.8K ﹤0.01%
177
-4
1831
$25.7K ﹤0.01%
1,077
-697
1832
$25.6K ﹤0.01%
1,608
+1,240
1833
$25.5K ﹤0.01%
+982
1834
$25.5K ﹤0.01%
1,375
1835
$25.4K ﹤0.01%
+862
1836
$25.4K ﹤0.01%
895
1837
$25.3K ﹤0.01%
1,385
+15
1838
$25.3K ﹤0.01%
240
-8
1839
$25.2K ﹤0.01%
1,051
1840
$25.2K ﹤0.01%
250
1841
$25.1K ﹤0.01%
224
1842
$25.1K ﹤0.01%
403
1843
$25.1K ﹤0.01%
+495
1844
$25K ﹤0.01%
+431
1845
$25K ﹤0.01%
1,110
1846
$24.9K ﹤0.01%
209
1847
$24.9K ﹤0.01%
1,819
-462
1848
$24.8K ﹤0.01%
1,590
1849
$24.8K ﹤0.01%
480
+4
1850
$24.8K ﹤0.01%
471
-237
72 73
74
75 76