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
2226
$9.88K ﹤0.01%
2,000
2227
$9.85K ﹤0.01%
81
+9
2228
$9.81K ﹤0.01%
450
2229
$9.79K ﹤0.01%
506
2230
$9.77K ﹤0.01%
920
2231
$9.74K ﹤0.01%
1,353
-365
2232
$9.73K ﹤0.01%
397
+15
2233
$9.64K ﹤0.01%
70
2234
$9.62K ﹤0.01%
245
-21
2235
$9.62K ﹤0.01%
220
2236
$9.62K ﹤0.01%
150
2237
$9.6K ﹤0.01%
171
2238
$9.57K ﹤0.01%
122
-55
2239
$9.57K ﹤0.01%
+98
2240
$9.56K ﹤0.01%
+90
2241
$9.55K ﹤0.01%
400
2242
$9.52K ﹤0.01%
1,882
+42
2243
$9.49K ﹤0.01%
109
+24
2244
$9.48K ﹤0.01%
84
+3
2245
$9.41K ﹤0.01%
3,291
+2,335
2246
$9.37K ﹤0.01%
162
+37
2247
$9.34K ﹤0.01%
1,835
+1,000
2248
$9.33K ﹤0.01%
326
-375
2249
$9.26K ﹤0.01%
233
2250
$9.25K ﹤0.01%
595
+22
88 89
90
91 92