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
2676
$1.11K ﹤0.01%
40
-92
2677
$1.1K ﹤0.01%
56
+50
2678
$1.1K ﹤0.01%
50
2679
$1.1K ﹤0.01%
1,509
2680
$1.1K ﹤0.01%
40
2681
$1.09K ﹤0.01%
10
2682
$1.09K ﹤0.01%
24
2683
$1.09K ﹤0.01%
47
2684
$1.08K ﹤0.01%
99
2685
$1.08K ﹤0.01%
13
2686
$1.07K ﹤0.01%
24
2687
$1.06K ﹤0.01%
100
2688
$1.05K ﹤0.01%
51
-653
2689
$1.05K ﹤0.01%
90
2690
$1.04K ﹤0.01%
10
2691
$1.04K ﹤0.01%
38
2692
$1.03K ﹤0.01%
43
-99
2693
$1.03K ﹤0.01%
+41
2694
$1.02K ﹤0.01%
23
+2
2695
$1.01K ﹤0.01%
24
2696
$1.01K ﹤0.01%
50
2697
$1K ﹤0.01%
500
-300
2698
$1K ﹤0.01%
350
2699
$989 ﹤0.01%
+17
2700
$967 ﹤0.01%
100
106 107
108
109 110