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
2501
$2.35K ﹤0.01%
124
2502
$2.35K ﹤0.01%
392
2503
$2.34K ﹤0.01%
29
+11
2504
$2.33K ﹤0.01%
87
+34
2505
$2.31K ﹤0.01%
310
-110
2506
$2.3K ﹤0.01%
49
2507
$2.3K ﹤0.01%
1,000
2508
$2.3K ﹤0.01%
40
2509
$2.29K ﹤0.01%
52
2510
$2.28K ﹤0.01%
196
2511
$2.27K ﹤0.01%
+85
2512
$2.26K ﹤0.01%
65
2513
$2.26K ﹤0.01%
275
2514
$2.26K ﹤0.01%
269
2515
$2.24K ﹤0.01%
125
2516
$2.22K ﹤0.01%
+450
2517
$2.22K ﹤0.01%
40
-33
2518
$2.21K ﹤0.01%
350
2519
$2.2K ﹤0.01%
75
2520
$2.2K ﹤0.01%
+67
2521
$2.2K ﹤0.01%
50
2522
$2.18K ﹤0.01%
186
2523
$2.17K ﹤0.01%
158
2524
$2.17K ﹤0.01%
78
2525
$2.17K ﹤0.01%
19
+12
99 100
101
102 103