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
2651
$1.17K ﹤0.01%
24
2652
$1.17K ﹤0.01%
25
+19
2653
$1.16K ﹤0.01%
79
-499
2654
$1.16K ﹤0.01%
81
+1
2655
$1.15K ﹤0.01%
21
+10
2656
$1.15K ﹤0.01%
+32
2657
$1.15K ﹤0.01%
269
2658
$1.14K ﹤0.01%
51
-99
2659
$1.14K ﹤0.01%
102
+3
2660
$1.14K ﹤0.01%
93
-38
2661
$1.14K ﹤0.01%
37
2662
$1.13K ﹤0.01%
27
+10
2663
$1.12K ﹤0.01%
+70
2664
$1.12K ﹤0.01%
2
2665
$1.1K ﹤0.01%
20
+19
2666
$1.1K ﹤0.01%
+5,600
2667
$1.09K ﹤0.01%
97
+5
2668
$1.09K ﹤0.01%
50
-18,275
2669
$1.09K ﹤0.01%
22
2670
$1.09K ﹤0.01%
26
-79
2671
$1.07K ﹤0.01%
48
-313
2672
$1.06K ﹤0.01%
+17
2673
$1.06K ﹤0.01%
40
2674
$1.06K ﹤0.01%
50
2675
$1.06K ﹤0.01%
+29
105 106
107
108 109