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
1901
$22.6K ﹤0.01%
590
1902
$22.5K ﹤0.01%
+1,106
1903
$22.5K ﹤0.01%
220
1904
$22.4K ﹤0.01%
189
-206
1905
$22.3K ﹤0.01%
1,947
+10
1906
$22.3K ﹤0.01%
255
+11
1907
$22.3K ﹤0.01%
437
1908
$22.2K ﹤0.01%
100
-33
1909
$22.1K ﹤0.01%
290
+1
1910
$22.1K ﹤0.01%
727
-10,972
1911
$22.1K ﹤0.01%
1,500
1912
$22K ﹤0.01%
727
+547
1913
$21.8K ﹤0.01%
784
+20
1914
$21.8K ﹤0.01%
330
1915
$21.7K ﹤0.01%
1,700
+1,250
1916
$21.7K ﹤0.01%
700
1917
$21.7K ﹤0.01%
100
+50
1918
$21.6K ﹤0.01%
318
1919
$21.5K ﹤0.01%
86
+58
1920
$21.5K ﹤0.01%
1,060
1921
$21.4K ﹤0.01%
173
-64
1922
$21.4K ﹤0.01%
881
+2
1923
$21.4K ﹤0.01%
+437
1924
$21.3K ﹤0.01%
2,647
+378
1925
$21.2K ﹤0.01%
944
75 76
77
78 79