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
2426
$5.88K ﹤0.01%
+85
2427
$5.88K ﹤0.01%
81
2428
$5.86K ﹤0.01%
117
-82
2429
$5.85K ﹤0.01%
162
2430
$5.85K ﹤0.01%
77
2431
$5.85K ﹤0.01%
200
2432
$5.81K ﹤0.01%
+113
2433
$5.8K ﹤0.01%
100
2434
$5.79K ﹤0.01%
273
+225
2435
$5.78K ﹤0.01%
150
2436
$5.77K ﹤0.01%
150
-10
2437
$5.77K ﹤0.01%
123
2438
$5.75K ﹤0.01%
740
2439
$5.74K ﹤0.01%
1,292
-71
2440
$5.72K ﹤0.01%
42
2441
$5.72K ﹤0.01%
36
-2
2442
$5.71K ﹤0.01%
767
+25
2443
$5.68K ﹤0.01%
248
-142
2444
$5.67K ﹤0.01%
30
+15
2445
$5.66K ﹤0.01%
3,626
-350
2446
$5.66K ﹤0.01%
1,500
2447
$5.66K ﹤0.01%
68
+7
2448
$5.64K ﹤0.01%
51
2449
$5.63K ﹤0.01%
300
2450
$5.61K ﹤0.01%
340
96 97
98
99 100