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
1126
$77K ﹤0.01%
2,876
-445
1127
$76.9K ﹤0.01%
1,239
+381
1128
$76.8K ﹤0.01%
3,749
+29
1129
$76.6K ﹤0.01%
660
+658
1130
$76.6K ﹤0.01%
1,670
-34
1131
$76.4K ﹤0.01%
58
1132
$76.4K ﹤0.01%
9,781
+255
1133
$76.2K ﹤0.01%
1,557
-246
1134
$76.1K ﹤0.01%
1,292
1135
$75.3K ﹤0.01%
712
+62
1136
$75.2K ﹤0.01%
3,510
-177
1137
$75.2K ﹤0.01%
453
+7
1138
$75.1K ﹤0.01%
9,217
-1,189
1139
$74.7K ﹤0.01%
1,682
1140
$74.7K ﹤0.01%
1,569
-189
1141
$73.9K ﹤0.01%
940
-176
1142
$73.5K ﹤0.01%
856
+93
1143
$73K ﹤0.01%
2,910
+1,144
1144
$72.8K ﹤0.01%
1,517
-650
1145
$72.8K ﹤0.01%
13,114
1146
$72.7K ﹤0.01%
911
+690
1147
$72.5K ﹤0.01%
1,872
-162
1148
$72.2K ﹤0.01%
6,706
1149
$72.1K ﹤0.01%
967
+334
1150
$72K ﹤0.01%
433
44 45
46
47 48