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
2651
$1.25K ﹤0.01%
57
+1
2652
$1.24K ﹤0.01%
12
2653
$1.22K ﹤0.01%
295
2654
$1.21K ﹤0.01%
68
-380
2655
$1.21K ﹤0.01%
+10
2656
$1.21K ﹤0.01%
63
2657
$1.2K ﹤0.01%
80
2658
$1.2K ﹤0.01%
120
2659
$1.19K ﹤0.01%
180
+129
2660
$1.18K ﹤0.01%
37
2661
$1.17K ﹤0.01%
+56
2662
$1.17K ﹤0.01%
+3
2663
$1.17K ﹤0.01%
86
2664
$1.16K ﹤0.01%
100
-100
2665
$1.15K ﹤0.01%
40
+1
2666
$1.15K ﹤0.01%
51
-459
2667
$1.15K ﹤0.01%
26
2668
$1.14K ﹤0.01%
24
2669
$1.14K ﹤0.01%
+2
2670
$1.13K ﹤0.01%
22
2671
$1.13K ﹤0.01%
2
2672
$1.13K ﹤0.01%
30
-20
2673
$1.13K ﹤0.01%
47
-108
2674
$1.13K ﹤0.01%
56
-3
2675
$1.12K ﹤0.01%
16
105 106
107
108 109