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
2201
$10.6K ﹤0.01%
180
-20
2202
$10.5K ﹤0.01%
228
+3
2203
$10.5K ﹤0.01%
1,000
2204
$10.5K ﹤0.01%
247
-26
2205
$10.5K ﹤0.01%
200
2206
$10.4K ﹤0.01%
31
-68
2207
$10.4K ﹤0.01%
57
2208
$10.4K ﹤0.01%
250
2209
$10.3K ﹤0.01%
9,800
2210
$10.3K ﹤0.01%
21
+5
2211
$10.2K ﹤0.01%
195
2212
$10.2K ﹤0.01%
328
+216
2213
$10.2K ﹤0.01%
147
2214
$10.2K ﹤0.01%
216
-156
2215
$10.2K ﹤0.01%
+834
2216
$10.1K ﹤0.01%
202
2217
$10.1K ﹤0.01%
1,401
-50
2218
$10K ﹤0.01%
280
2219
$10K ﹤0.01%
+350
2220
$10K ﹤0.01%
300
2221
$9.96K ﹤0.01%
833
2222
$9.96K ﹤0.01%
200
2223
$9.94K ﹤0.01%
356
+148
2224
$9.93K ﹤0.01%
94
2225
$9.89K ﹤0.01%
200
-89
87 88
89
90 91