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
1051
$89.7K 0.01%
989
+845
1052
$89.6K 0.01%
161
-10
1053
$89.5K 0.01%
532
+68
1054
$89.5K 0.01%
1,406
+131
1055
$89.4K 0.01%
1,475
-27
1056
$89.4K 0.01%
1,790
+15
1057
$89.3K 0.01%
1,930
+830
1058
$89K 0.01%
+5,770
1059
$88.9K 0.01%
3,950
-700
1060
$88.7K 0.01%
1,698
+140
1061
$88.7K 0.01%
1,805
-129
1062
$88.5K 0.01%
1,257
1063
$88.3K 0.01%
4,788
+662
1064
$88.3K 0.01%
2,955
-4,338
1065
$88.1K 0.01%
1,543
+387
1066
$88.1K 0.01%
828
-26
1067
$87.9K 0.01%
5,200
-2,600
1068
$87.9K 0.01%
5,049
+4,208
1069
$87.7K 0.01%
2,620
+672
1070
$87.5K 0.01%
1,552
-84
1071
$87.1K 0.01%
10,054
+297
1072
$87K 0.01%
11,963
1073
$86.9K 0.01%
8,720
+6,320
1074
$86.6K 0.01%
+9,520
1075
$86.4K 0.01%
6,000
41 42
43
44 45