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
1876
$23.7K ﹤0.01%
604
1877
$23.6K ﹤0.01%
450
1878
$23.6K ﹤0.01%
264
+200
1879
$23.6K ﹤0.01%
507
+3
1880
$23.6K ﹤0.01%
68
+12
1881
$23.6K ﹤0.01%
289
+212
1882
$23.5K ﹤0.01%
400
1883
$23.5K ﹤0.01%
471
+456
1884
$23.5K ﹤0.01%
1,325
-100
1885
$23.4K ﹤0.01%
545
1886
$23.4K ﹤0.01%
836
1887
$23.4K ﹤0.01%
815
1888
$23.3K ﹤0.01%
9,000
1889
$23.3K ﹤0.01%
669
-228
1890
$23.2K ﹤0.01%
1,000
1891
$23.1K ﹤0.01%
901
1892
$23.1K ﹤0.01%
116
-1
1893
$23K ﹤0.01%
521
1894
$23K ﹤0.01%
1,649
+18
1895
$22.9K ﹤0.01%
648
+305
1896
$22.8K ﹤0.01%
37
+3
1897
$22.8K ﹤0.01%
463
-60
1898
$22.6K ﹤0.01%
451
+25
1899
$22.6K ﹤0.01%
1,732
1900
$22.6K ﹤0.01%
460
74 75
76
77 78