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
2551
$1.71K ﹤0.01%
+5
2552
$1.71K ﹤0.01%
500
2553
$1.71K ﹤0.01%
70
-19
2554
$1.7K ﹤0.01%
181
-1,690
2555
$1.7K ﹤0.01%
50
2556
$1.69K ﹤0.01%
65
2557
$1.69K ﹤0.01%
30
2558
$1.69K ﹤0.01%
87
-12
2559
$1.69K ﹤0.01%
20
+4
2560
$1.65K ﹤0.01%
5
+1
2561
$1.65K ﹤0.01%
150
-50
2562
$1.65K ﹤0.01%
+70
2563
$1.63K ﹤0.01%
100
2564
$1.63K ﹤0.01%
40
2565
$1.63K ﹤0.01%
100
2566
$1.62K ﹤0.01%
15
2567
$1.61K ﹤0.01%
60
2568
$1.61K ﹤0.01%
221
+121
2569
$1.6K ﹤0.01%
30
-50
2570
$1.59K ﹤0.01%
+82
2571
$1.59K ﹤0.01%
22
2572
$1.58K ﹤0.01%
30
-28
2573
$1.57K ﹤0.01%
120
2574
$1.56K ﹤0.01%
75
2575
$1.55K ﹤0.01%
34
101 102
103
104 105