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
2576
$1.54K ﹤0.01%
215
-2,015
2577
$1.53K ﹤0.01%
69
2578
$1.53K ﹤0.01%
+86
2579
$1.51K ﹤0.01%
66
2580
$1.5K ﹤0.01%
23
2581
$1.5K ﹤0.01%
250
-885
2582
$1.5K ﹤0.01%
18
2583
$1.49K ﹤0.01%
128
-25
2584
$1.46K ﹤0.01%
515
2585
$1.46K ﹤0.01%
12
2586
$1.46K ﹤0.01%
81
2587
$1.46K ﹤0.01%
+22
2588
$1.46K ﹤0.01%
50
2589
$1.46K ﹤0.01%
12
-1
2590
$1.46K ﹤0.01%
304
2591
$1.45K ﹤0.01%
85
2592
$1.45K ﹤0.01%
50
2593
$1.45K ﹤0.01%
1,509
2594
$1.44K ﹤0.01%
50
2595
$1.44K ﹤0.01%
39
-6
2596
$1.44K ﹤0.01%
32
2597
$1.43K ﹤0.01%
+135
2598
$1.43K ﹤0.01%
470
+72
2599
$1.43K ﹤0.01%
+29
2600
$1.43K ﹤0.01%
+500
102 103
104
105 106