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
2601
$1.6K ﹤0.01%
439
2602
$1.6K ﹤0.01%
31
+1
2603
$1.59K ﹤0.01%
21
2604
$1.57K ﹤0.01%
152
2605
$1.57K ﹤0.01%
+59
2606
$1.57K ﹤0.01%
58
2607
$1.56K ﹤0.01%
87
2608
$1.55K ﹤0.01%
104
2609
$1.55K ﹤0.01%
120
2610
$1.55K ﹤0.01%
48
2611
$1.54K ﹤0.01%
30
2612
$1.54K ﹤0.01%
128
2613
$1.53K ﹤0.01%
91
-10
2614
$1.53K ﹤0.01%
600
2615
$1.53K ﹤0.01%
29
2616
$1.53K ﹤0.01%
95
+57
2617
$1.51K ﹤0.01%
16
+5
2618
$1.51K ﹤0.01%
5
2619
$1.5K ﹤0.01%
50
2620
$1.5K ﹤0.01%
15
-180
2621
$1.5K ﹤0.01%
39
2622
$1.49K ﹤0.01%
73
2623
$1.48K ﹤0.01%
23
-9
2624
$1.45K ﹤0.01%
215
2625
$1.44K ﹤0.01%
11
+4
103 104
105
106 107