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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
3101
– –
-3,700
3102
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-33
3103
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-170
3104
– –
-210
3105
– –
-6
3106
– –
-726
3107
– –
-101
3108
– –
-9,000
3109
– –
-583
3110
– –
-1
3111
– –
-100
3112
– –
-200
3113
– –
-871
3114
– –
-200
3115
– –
-10
3116
– –
-600
3117
– –
-200
3118
– –
-127
3119
– –
-666
3120
– –
-1,890
3121
– –
-575
3122
– –
-114
3123
– –
-3,740
3124
– –
-330
3125
– –
-400
123 124
125
126 127