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
2401
$6.08K ﹤0.01%
23
+11
2402
$6.07K ﹤0.01%
565
2403
$6.07K ﹤0.01%
33
-2
2404
$6.07K ﹤0.01%
307
+262
2405
$6.06K ﹤0.01%
100
-53
2406
$6.06K ﹤0.01%
120
+58
2407
$6.04K ﹤0.01%
550
2408
$6.04K ﹤0.01%
159
-27
2409
$6.03K ﹤0.01%
142
2410
$6.03K ﹤0.01%
77
2411
$6.02K ﹤0.01%
207
2412
$6.01K ﹤0.01%
200
2413
$6K ﹤0.01%
202
2414
$5.97K ﹤0.01%
1,119
+1,117
2415
$5.97K ﹤0.01%
184
+63
2416
$5.96K ﹤0.01%
304
-68
2417
$5.96K ﹤0.01%
9,009
2418
$5.95K ﹤0.01%
500
2419
$5.95K ﹤0.01%
124
2420
$5.92K ﹤0.01%
112
-155
2421
$5.92K ﹤0.01%
175
2422
$5.91K ﹤0.01%
286
-21
2423
$5.91K ﹤0.01%
1,484
2424
$5.89K ﹤0.01%
288
2425
$5.89K ﹤0.01%
369
+11
95 96
97
98 99