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
2376
$6.44K ﹤0.01%
622
+15
2377
$6.43K ﹤0.01%
546
2378
$6.4K ﹤0.01%
100
2379
$6.35K ﹤0.01%
204
2380
$6.34K ﹤0.01%
37
-31
2381
$6.33K ﹤0.01%
637
-7
2382
$6.33K ﹤0.01%
236
2383
$6.3K ﹤0.01%
2
2384
$6.3K ﹤0.01%
115
2385
$6.29K ﹤0.01%
+75
2386
$6.28K ﹤0.01%
664
2387
$6.26K ﹤0.01%
100
2388
$6.25K ﹤0.01%
446
2389
$6.24K ﹤0.01%
40
2390
$6.24K ﹤0.01%
446
2391
$6.24K ﹤0.01%
250
2392
$6.22K ﹤0.01%
+174
2393
$6.22K ﹤0.01%
311
2394
$6.21K ﹤0.01%
+100
2395
$6.2K ﹤0.01%
13
2396
$6.16K ﹤0.01%
188
2397
$6.11K ﹤0.01%
112
2398
$6.1K ﹤0.01%
9
-3
2399
$6.09K ﹤0.01%
66
2400
$6.08K ﹤0.01%
50
94 95
96
97 98