HI
Harbour Investments Portfolio holdings
AUM
$3.95B
1-Year Return
13.24%
This Quarter Return
+6.79%
1 Year Return
+13.24%
3 Year Return
+47.75%
5 Year Return
–
10 Year Return
–
AUM
$2.82B
AUM Growth
+$407M
(+17%)
Cap. Flow
+$259M
Cap. Flow
% of AUM
9.17%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
3,359
New
229
Increased
1,191
Reduced
775
Closed
140
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$10.6M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$10.1M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$10.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$9.37M |
| 5 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$8.9M |
Top Sells
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Financials | 2.56% |
| 3 | Consumer Staples | 2.37% |
| 4 | Consumer Discretionary | 1.99% |
| 5 | Industrials | 1.78% |
