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
2076
$14.9K ﹤0.01%
+504
2077
$14.9K ﹤0.01%
2,686
-1,791
2078
$14.8K ﹤0.01%
230
2079
$14.7K ﹤0.01%
1,105
+210
2080
$14.7K ﹤0.01%
350
2081
$14.7K ﹤0.01%
281
+270
2082
$14.6K ﹤0.01%
337
2083
$14.5K ﹤0.01%
140
2084
$14.5K ﹤0.01%
440
2085
$14.5K ﹤0.01%
290
-146
2086
$14.4K ﹤0.01%
403
2087
$14.4K ﹤0.01%
537
2088
$14.4K ﹤0.01%
280
+33
2089
$14.3K ﹤0.01%
1,408
2090
$14.3K ﹤0.01%
1,194
2091
$14.2K ﹤0.01%
453
2092
$14.2K ﹤0.01%
490
2093
$14.2K ﹤0.01%
2,927
2094
$14.1K ﹤0.01%
246
+28
2095
$14.1K ﹤0.01%
1,317
2096
$14.1K ﹤0.01%
621
+584
2097
$14K ﹤0.01%
446
-65
2098
$14K ﹤0.01%
891
+114
2099
$14K ﹤0.01%
366
-156
2100
$13.9K ﹤0.01%
1,199