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HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$9.45M
2
+$6.57M
3
+$5.6M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$5.46M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.34M

Top Sells

1
+$6.17M
2
+$5.38M
3
+$5.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.97M
5
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$2.97M

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
3026
– –
-80
3027
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3028
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3029
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-24,236
3030
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-7
3031
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-7,510
3032
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-53
3033
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-500
3034
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3035
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3036
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3037
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3038
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3039
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-14
3040
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3041
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3042
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3043
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-4,628
3044
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-500
3045
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-1
3046
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-6,275
3047
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3048
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-6,950
3049
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3050
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-24
120 121
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