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
2551
$1.94K ﹤0.01%
70
2552
$1.92K ﹤0.01%
+62
2553
$1.92K ﹤0.01%
291
+1
2554
$1.91K ﹤0.01%
100
2555
$1.91K ﹤0.01%
70
2556
$1.9K ﹤0.01%
50
2557
$1.89K ﹤0.01%
22
2558
$1.88K ﹤0.01%
44
+1
2559
$1.88K ﹤0.01%
30
+18
2560
$1.87K ﹤0.01%
+18
2561
$1.85K ﹤0.01%
60
2562
$1.85K ﹤0.01%
2,106
-1,328
2563
$1.85K ﹤0.01%
+71
2564
$1.84K ﹤0.01%
+57
2565
$1.83K ﹤0.01%
33
-50
2566
$1.83K ﹤0.01%
239
+29
2567
$1.83K ﹤0.01%
8
2568
$1.83K ﹤0.01%
23
2569
$1.82K ﹤0.01%
57
2570
$1.81K ﹤0.01%
+263
2571
$1.8K ﹤0.01%
60
-30
2572
$1.79K ﹤0.01%
59
2573
$1.79K ﹤0.01%
544
2574
$1.78K ﹤0.01%
240
2575
$1.78K ﹤0.01%
262
101 102
103
104 105