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
2526
$1.91K ﹤0.01%
23
2527
$1.9K ﹤0.01%
100
2528
$1.9K ﹤0.01%
+59
2529
$1.89K ﹤0.01%
100
2530
$1.89K ﹤0.01%
188
+49
2531
$1.88K ﹤0.01%
196
-5
2532
$1.88K ﹤0.01%
58
2533
$1.86K ﹤0.01%
+116
2534
$1.85K ﹤0.01%
50
-32
2535
$1.84K ﹤0.01%
200
2536
$1.84K ﹤0.01%
1,600
2537
$1.83K ﹤0.01%
43
+1
2538
$1.82K ﹤0.01%
+50
2539
$1.82K ﹤0.01%
100
2540
$1.81K ﹤0.01%
30
2541
$1.81K ﹤0.01%
16
2542
$1.8K ﹤0.01%
19
-7
2543
$1.8K ﹤0.01%
+40
2544
$1.8K ﹤0.01%
+56
2545
$1.77K ﹤0.01%
+103
2546
$1.77K ﹤0.01%
15
-11
2547
$1.76K ﹤0.01%
+22
2548
$1.75K ﹤0.01%
186
+9
2549
$1.73K ﹤0.01%
13
-1
2550
$1.73K ﹤0.01%
+500
100 101
102
103 104