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

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
2351
$6.94K ﹤0.01%
161
+59
2352
$6.91K ﹤0.01%
189
2353
$6.9K ﹤0.01%
316
+117
2354
$6.85K ﹤0.01%
+83
2355
$6.83K ﹤0.01%
445
2356
$6.81K ﹤0.01%
313
+62
2357
$6.81K ﹤0.01%
1,125
2358
$6.76K ﹤0.01%
102
2359
$6.76K ﹤0.01%
25
2360
$6.73K ﹤0.01%
204
+84
2361
$6.73K ﹤0.01%
65
2362
$6.73K ﹤0.01%
+109
2363
$6.71K ﹤0.01%
226
2364
$6.68K ﹤0.01%
+250
2365
$6.63K ﹤0.01%
87
2366
$6.62K ﹤0.01%
91
2367
$6.62K ﹤0.01%
261
2368
$6.58K ﹤0.01%
290
2369
$6.55K ﹤0.01%
329
-1,082
2370
$6.5K ﹤0.01%
5,372
2371
$6.49K ﹤0.01%
1,341
+1,200
2372
$6.49K ﹤0.01%
47
+41
2373
$6.48K ﹤0.01%
500
2374
$6.46K ﹤0.01%
32
2375
$6.46K ﹤0.01%
193