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
2301
$8.11K ﹤0.01%
80
-12
2302
$8.11K ﹤0.01%
1,000
2303
$8.06K ﹤0.01%
281
2304
$8.06K ﹤0.01%
1,484
+19
2305
$8.05K ﹤0.01%
160
+48
2306
$8.04K ﹤0.01%
3,000
2307
$8.03K ﹤0.01%
214
-52
2308
$7.93K ﹤0.01%
205
-155
2309
$7.88K ﹤0.01%
129
2310
$7.88K ﹤0.01%
180
2311
$7.86K ﹤0.01%
45
2312
$7.85K ﹤0.01%
39
+9
2313
$7.85K ﹤0.01%
433
2314
$7.83K ﹤0.01%
450
-84
2315
$7.82K ﹤0.01%
174
2316
$7.81K ﹤0.01%
401
2317
$7.81K ﹤0.01%
50
2318
$7.78K ﹤0.01%
165
2319
$7.77K ﹤0.01%
1,125
+42
2320
$7.74K ﹤0.01%
120
+29
2321
$7.74K ﹤0.01%
238
+4
2322
$7.73K ﹤0.01%
251
2323
$7.72K ﹤0.01%
163
-42
2324
$7.68K ﹤0.01%
3,085
+84
2325
$7.66K ﹤0.01%
500
91 92
93
94 95