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
2526
$2.16K ﹤0.01%
+69
2527
$2.16K ﹤0.01%
1,711
2528
$2.15K ﹤0.01%
70
-4,720
2529
$2.14K ﹤0.01%
566
+13
2530
$2.14K ﹤0.01%
64
2531
$2.14K ﹤0.01%
28
+6
2532
$2.13K ﹤0.01%
9
-16
2533
$2.12K ﹤0.01%
136
+63
2534
$2.11K ﹤0.01%
59
2535
$2.1K ﹤0.01%
120
2536
$2.08K ﹤0.01%
135
2537
$2.08K ﹤0.01%
66
2538
$2.07K ﹤0.01%
216
2539
$2.05K ﹤0.01%
58
2540
$2.05K ﹤0.01%
163
2541
$2.03K ﹤0.01%
+40
2542
$2K ﹤0.01%
1,600
2543
$1.99K ﹤0.01%
78
-105
2544
$1.98K ﹤0.01%
+326
2545
$1.96K ﹤0.01%
30
2546
$1.96K ﹤0.01%
60
-74
2547
$1.95K ﹤0.01%
47
-100
2548
$1.95K ﹤0.01%
56
2549
$1.95K ﹤0.01%
141
2550
$1.94K ﹤0.01%
318
100 101
102
103 104