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
2251
$9.25K ﹤0.01%
1,470
+330
2252
$9.24K ﹤0.01%
104
-1
2253
$9.23K ﹤0.01%
123
2254
$9.2K ﹤0.01%
355
+2
2255
$9.18K ﹤0.01%
240
2256
$9.15K ﹤0.01%
+377
2257
$9.14K ﹤0.01%
+200
2258
$9.13K ﹤0.01%
297
-218
2259
$9.12K ﹤0.01%
360
+1
2260
$9.11K ﹤0.01%
296
2261
$9.11K ﹤0.01%
100
2262
$9.04K ﹤0.01%
81
+1
2263
$9.04K ﹤0.01%
48
+14
2264
$9.03K ﹤0.01%
310
-126
2265
$9.02K ﹤0.01%
190
2266
$8.97K ﹤0.01%
206
+196
2267
$8.94K ﹤0.01%
+6,000
2268
$8.92K ﹤0.01%
155
2269
$8.91K ﹤0.01%
52
2270
$8.88K ﹤0.01%
316
2271
$8.83K ﹤0.01%
128
2272
$8.83K ﹤0.01%
745
2273
$8.82K ﹤0.01%
468
+360
2274
$8.8K ﹤0.01%
107
-56
2275
$8.79K ﹤0.01%
255
+3
89 90
91
92 93