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
2276
$8.76K ﹤0.01%
+716
2277
$8.74K ﹤0.01%
436
2278
$8.73K ﹤0.01%
71
-2
2279
$8.73K ﹤0.01%
38
2280
$8.72K ﹤0.01%
788
2281
$8.72K ﹤0.01%
213
-20
2282
$8.71K ﹤0.01%
48
+17
2283
$8.67K ﹤0.01%
207
2284
$8.6K ﹤0.01%
424
+2
2285
$8.52K ﹤0.01%
179
2286
$8.51K ﹤0.01%
70
2287
$8.5K ﹤0.01%
220
+1
2288
$8.5K ﹤0.01%
95
2289
$8.5K ﹤0.01%
132
+127
2290
$8.46K ﹤0.01%
36
2291
$8.45K ﹤0.01%
106
2292
$8.42K ﹤0.01%
1,910
2293
$8.29K ﹤0.01%
284
+133
2294
$8.25K ﹤0.01%
137
2295
$8.25K ﹤0.01%
146
-80
2296
$8.24K ﹤0.01%
215
-1
2297
$8.24K ﹤0.01%
328
2298
$8.15K ﹤0.01%
265
2299
$8.13K ﹤0.01%
30
+1
2300
$8.12K ﹤0.01%
438
90 91
92
93 94