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
951
$130K 0.01%
1,057
-25
952
$130K 0.01%
3,106
953
$129K 0.01%
1,671
+131
954
$129K 0.01%
6,773
+63
955
$128K 0.01%
5,067
-150
956
$128K 0.01%
4,970
+545
957
$128K 0.01%
6,762
+59
958
$128K 0.01%
3,360
-1,726
959
$128K 0.01%
1,122
-382
960
$128K 0.01%
2,629
+100
961
$128K 0.01%
621
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962
$127K 0.01%
5,734
-4,299
963
$127K 0.01%
574
-28
964
$127K 0.01%
4,942
965
$126K 0.01%
3,160
-2,410
966
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3,493
+19
967
$126K 0.01%
5,564
-1,892
968
$126K 0.01%
2,451
-973
969
$126K 0.01%
3,896
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970
$125K 0.01%
3,620
971
$125K 0.01%
3,511
-31
972
$124K 0.01%
1,581
+8
973
$123K 0.01%
349
-19
974
$123K 0.01%
5,484
-12
975
$122K 0.01%
972
+7
37 38
39
40 41