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
$2.02B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,165
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$6.94M
3
+$6.15M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$5.77M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.26M

Top Sells

1
+$6.38M
2
+$5.39M
3
+$5.22M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.13M
5
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$3.15M

Sector Composition

1 Technology 5.07%
2 Consumer Staples 2.63%
3 Financials 2.33%
4 Consumer Discretionary 2.16%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.53K ﹤0.01%
97
+77
2477
$2.52K ﹤0.01%
36
2478
$2.51K ﹤0.01%
296
2479
$2.51K ﹤0.01%
30
2480
$2.5K ﹤0.01%
116
2481
$2.5K ﹤0.01%
132
2482
$2.48K ﹤0.01%
132
2483
$2.48K ﹤0.01%
1,257
-100
2484
$2.48K ﹤0.01%
500
2485
$2.46K ﹤0.01%
200
2486
$2.46K ﹤0.01%
103
2487
$2.45K ﹤0.01%
60
2488
$2.45K ﹤0.01%
96
2489
$2.44K ﹤0.01%
500
2490
$2.44K ﹤0.01%
+125
2491
$2.44K ﹤0.01%
69
2492
$2.43K ﹤0.01%
150
2493
$2.42K ﹤0.01%
2,000
2494
$2.4K ﹤0.01%
140
2495
$2.4K ﹤0.01%
12
2496
$2.39K ﹤0.01%
300
2497
$2.39K ﹤0.01%
275
2498
$2.38K ﹤0.01%
+211
2499
$2.38K ﹤0.01%
+30
2500
$2.36K ﹤0.01%
32
98 99
100
101 102