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
2451
$5.56K ﹤0.01%
43
2452
$5.51K ﹤0.01%
6,580
2453
$5.42K ﹤0.01%
+56
2454
$5.41K ﹤0.01%
538
+18
2455
$5.39K ﹤0.01%
43
+1
2456
$5.38K ﹤0.01%
200
-100
2457
$5.35K ﹤0.01%
100
2458
$5.33K ﹤0.01%
4
2459
$5.32K ﹤0.01%
47
2460
$5.31K ﹤0.01%
300
2461
$5.28K ﹤0.01%
51
2462
$5.28K ﹤0.01%
44
2463
$5.28K ﹤0.01%
2,705
2464
$5.27K ﹤0.01%
306
2465
$5.26K ﹤0.01%
+82
2466
$5.26K ﹤0.01%
125
2467
$5.25K ﹤0.01%
130
2468
$5.25K ﹤0.01%
10
+7
2469
$5.2K ﹤0.01%
24
-10
2470
$5.2K ﹤0.01%
198
+1
2471
$5.14K ﹤0.01%
1,000
2472
$5.14K ﹤0.01%
800
2473
$5.12K ﹤0.01%
40
2474
$5.12K ﹤0.01%
83
-10
2475
$5.11K ﹤0.01%
700
+200
97 98
99
100 101