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
876
$139K 0.01%
5,598
+2,157
877
$139K 0.01%
296
+50
878
$139K 0.01%
6,275
-992
879
$138K 0.01%
6,453
-1,640
880
$138K 0.01%
2,575
-1,249
881
$137K 0.01%
13,864
-795
882
$137K 0.01%
3,370
-2,005
883
$137K 0.01%
1,251
+1,118
884
$137K 0.01%
3,274
-37
885
$137K 0.01%
+28,050
886
$137K 0.01%
1,841
+199
887
$137K 0.01%
2,795
-13
888
$136K 0.01%
2,577
+1
889
$136K 0.01%
4,891
+743
890
$135K 0.01%
1,698
891
$135K 0.01%
5,669
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892
$135K 0.01%
5,548
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893
$134K 0.01%
12,366
-832
894
$134K 0.01%
23,972
-1,591
895
$133K 0.01%
+4,041
896
$132K 0.01%
8,395
+25
897
$132K 0.01%
1,463
+1,232
898
$131K 0.01%
713
+13
899
$130K 0.01%
2,387
+20
900
$130K 0.01%
5,705
-413
34 35
36
37 38