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

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
2051
$16K ﹤0.01%
770
2052
$15.9K ﹤0.01%
640
2053
$15.9K ﹤0.01%
+222
2054
$15.8K ﹤0.01%
358
2055
$15.7K ﹤0.01%
657
2056
$15.7K ﹤0.01%
788
+18
2057
$15.6K ﹤0.01%
182
2058
$15.6K ﹤0.01%
512
+56
2059
$15.5K ﹤0.01%
492
2060
$15.5K ﹤0.01%
1,640
+309
2061
$15.5K ﹤0.01%
+809
2062
$15.4K ﹤0.01%
+163
2063
$15.4K ﹤0.01%
155
-25
2064
$15.3K ﹤0.01%
44
2065
$15.3K ﹤0.01%
103
+41
2066
$15.3K ﹤0.01%
641
2067
$15.2K ﹤0.01%
102
-8
2068
$15.2K ﹤0.01%
633
-75
2069
$15.2K ﹤0.01%
876
-1,042
2070
$15.1K ﹤0.01%
460
2071
$15.1K ﹤0.01%
701
2072
$15K ﹤0.01%
493
2073
$14.9K ﹤0.01%
686
+5
2074
$14.9K ﹤0.01%
814
2075
$14.9K ﹤0.01%
323