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
2601
$1.42K ﹤0.01%
2
-26
2602
$1.42K ﹤0.01%
17
-36
2603
$1.42K ﹤0.01%
13
+5
2604
$1.41K ﹤0.01%
200
2605
$1.4K ﹤0.01%
65
2606
$1.4K ﹤0.01%
150
+90
2607
$1.39K ﹤0.01%
+58
2608
$1.39K ﹤0.01%
+45
2609
$1.39K ﹤0.01%
200
2610
$1.39K ﹤0.01%
57
-34
2611
$1.38K ﹤0.01%
26
2612
$1.38K ﹤0.01%
32
+20
2613
$1.38K ﹤0.01%
+24
2614
$1.38K ﹤0.01%
7
2615
$1.37K ﹤0.01%
+51
2616
$1.37K ﹤0.01%
43
+1
2617
$1.36K ﹤0.01%
16
+1
2618
$1.36K ﹤0.01%
75
-25
2619
$1.36K ﹤0.01%
13
+3
2620
$1.36K ﹤0.01%
28
-67
2621
$1.36K ﹤0.01%
+20
2622
$1.36K ﹤0.01%
16
2623
$1.33K ﹤0.01%
69
+18
2624
$1.33K ﹤0.01%
155
-16
2625
$1.32K ﹤0.01%
103
103 104
105
106 107