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
2576
$1.76K ﹤0.01%
264
-1,800
2577
$1.75K ﹤0.01%
265
2578
$1.74K ﹤0.01%
45
2579
$1.74K ﹤0.01%
+76
2580
$1.73K ﹤0.01%
19
-12
2581
$1.73K ﹤0.01%
9
2582
$1.71K ﹤0.01%
60
2583
$1.71K ﹤0.01%
68
+49
2584
$1.7K ﹤0.01%
18
+1
2585
$1.7K ﹤0.01%
500
2586
$1.7K ﹤0.01%
100
2587
$1.69K ﹤0.01%
100
2588
$1.68K ﹤0.01%
30
2589
$1.68K ﹤0.01%
31
-472
2590
$1.66K ﹤0.01%
148
2591
$1.66K ﹤0.01%
57
-45
2592
$1.65K ﹤0.01%
40
2593
$1.65K ﹤0.01%
7
+6
2594
$1.64K ﹤0.01%
13
2595
$1.64K ﹤0.01%
+130
2596
$1.64K ﹤0.01%
100
2597
$1.64K ﹤0.01%
26
2598
$1.64K ﹤0.01%
50
2599
$1.63K ﹤0.01%
100
2600
$1.6K ﹤0.01%
1
102 103
104
105 106