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
2626
$1.44K ﹤0.01%
30
2627
$1.42K ﹤0.01%
+17
2628
$1.41K ﹤0.01%
600
2629
$1.39K ﹤0.01%
75
-100
2630
$1.39K ﹤0.01%
+590
2631
$1.36K ﹤0.01%
4
2632
$1.35K ﹤0.01%
225
2633
$1.34K ﹤0.01%
+40
2634
$1.34K ﹤0.01%
+16
2635
$1.33K ﹤0.01%
59
2636
$1.33K ﹤0.01%
23
2637
$1.32K ﹤0.01%
304
2638
$1.32K ﹤0.01%
6
2639
$1.32K ﹤0.01%
26
+10
2640
$1.31K ﹤0.01%
6
-94
2641
$1.31K ﹤0.01%
+36
2642
$1.31K ﹤0.01%
+38
2643
$1.3K ﹤0.01%
23
2644
$1.29K ﹤0.01%
3
2645
$1.28K ﹤0.01%
12
2646
$1.28K ﹤0.01%
100
2647
$1.27K ﹤0.01%
105
2648
$1.26K ﹤0.01%
18
-1,296
2649
$1.25K ﹤0.01%
105
+2
2650
$1.25K ﹤0.01%
54
104 105
106
107 108