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
$1.64B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,188
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$19.5M
3
+$16.6M
4
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$9.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.5M

Top Sells

1
+$13.9M
2
+$11.1M
3
+$9.01M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.18M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$4.97M

Sector Composition

1 Technology 4.47%
2 Consumer Staples 3.14%
3 Financials 2.6%
4 Healthcare 2.39%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.3K ﹤0.01%
70
-175
2477
$2.28K ﹤0.01%
129
2478
$2.25K ﹤0.01%
+253
2479
$2.24K ﹤0.01%
+9
2480
$2.24K ﹤0.01%
668
-657
2481
$2.24K ﹤0.01%
243
2482
$2.23K ﹤0.01%
52
2483
$2.23K ﹤0.01%
53
+37
2484
$2.23K ﹤0.01%
100
2485
$2.22K ﹤0.01%
117
+17
2486
$2.21K ﹤0.01%
82
+77
2487
$2.19K ﹤0.01%
40
2488
$2.19K ﹤0.01%
+141
2489
$2.18K ﹤0.01%
184
2490
$2.18K ﹤0.01%
15
2491
$2.17K ﹤0.01%
+50
2492
$2.16K ﹤0.01%
96
2493
$2.16K ﹤0.01%
370
2494
$2.15K ﹤0.01%
545
+28
2495
$2.15K ﹤0.01%
+133
2496
$2.13K ﹤0.01%
275
2497
$2.11K ﹤0.01%
70
2498
$2.11K ﹤0.01%
55
+15
2499
$2.1K ﹤0.01%
175
+4
2500
$2.08K ﹤0.01%
+75
98 99
100
101 102