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
1851
$24.7K ﹤0.01%
413
+2
1852
$24.7K ﹤0.01%
56
-10
1853
$24.6K ﹤0.01%
1,598
+12
1854
$24.6K ﹤0.01%
42
+13
1855
$24.6K ﹤0.01%
71
-7
1856
$24.5K ﹤0.01%
218
1857
$24.4K ﹤0.01%
330
+21
1858
$24.4K ﹤0.01%
217
-8
1859
$24.3K ﹤0.01%
418
+263
1860
$24.3K ﹤0.01%
251
+12
1861
$24.2K ﹤0.01%
+2,000
1862
$24.2K ﹤0.01%
945
-90
1863
$24.2K ﹤0.01%
275
+20
1864
$24.2K ﹤0.01%
497
+13
1865
$24.2K ﹤0.01%
543
+31
1866
$24.1K ﹤0.01%
+1,500
1867
$24.1K ﹤0.01%
988
1868
$24.1K ﹤0.01%
1,763
1869
$24K ﹤0.01%
1,120
1870
$24K ﹤0.01%
380
1871
$23.9K ﹤0.01%
1,190
1872
$23.8K ﹤0.01%
457
+100
1873
$23.8K ﹤0.01%
600
-9,747
1874
$23.7K ﹤0.01%
975
1875
$23.7K ﹤0.01%
947
73 74
75
76 77