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
2626
$1.32K ﹤0.01%
225
-200
2627
$1.31K ﹤0.01%
11
+9
2628
$1.31K ﹤0.01%
105
2629
$1.31K ﹤0.01%
59
2630
$1.31K ﹤0.01%
30
-1,142
2631
$1.3K ﹤0.01%
300
+150
2632
$1.29K ﹤0.01%
39
2633
$1.29K ﹤0.01%
54
2634
$1.28K ﹤0.01%
12
-10
2635
$1.27K ﹤0.01%
+37
2636
$1.27K ﹤0.01%
300
-1,000
2637
$1.26K ﹤0.01%
9
+8
2638
$1.26K ﹤0.01%
50
-258
2639
$1.25K ﹤0.01%
+12
2640
$1.25K ﹤0.01%
439
2641
$1.24K ﹤0.01%
100
2642
$1.24K ﹤0.01%
+1,000
2643
$1.23K ﹤0.01%
120
2644
$1.23K ﹤0.01%
24
2645
$1.23K ﹤0.01%
12
+2
2646
$1.22K ﹤0.01%
56
+1
2647
$1.2K ﹤0.01%
4
2648
$1.2K ﹤0.01%
+25
2649
$1.19K ﹤0.01%
600
2650
$1.18K ﹤0.01%
+6
104 105
106
107 108