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
2176
$11.3K ﹤0.01%
85
2177
$11.2K ﹤0.01%
400
2178
$11.2K ﹤0.01%
227
2179
$11.2K ﹤0.01%
72
-329
2180
$11.2K ﹤0.01%
400
2181
$11.2K ﹤0.01%
506
+190
2182
$11.2K ﹤0.01%
538
2183
$11.1K ﹤0.01%
357
+7
2184
$11.1K ﹤0.01%
256
+112
2185
$11K ﹤0.01%
285
-322
2186
$11K ﹤0.01%
28
+4
2187
$11K ﹤0.01%
440
2188
$10.9K ﹤0.01%
352
-9
2189
$10.9K ﹤0.01%
17
-2
2190
$10.9K ﹤0.01%
769
+383
2191
$10.9K ﹤0.01%
500
2192
$10.9K ﹤0.01%
2,660
+16
2193
$10.8K ﹤0.01%
98
2194
$10.8K ﹤0.01%
228
-12
2195
$10.8K ﹤0.01%
225
2196
$10.7K ﹤0.01%
170
2197
$10.6K ﹤0.01%
424
+124
2198
$10.6K ﹤0.01%
226
2199
$10.6K ﹤0.01%
1,230
-135
2200
$10.6K ﹤0.01%
125
-15
86 87
88
89 90