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
1176
$68.3K ﹤0.01%
1,438
-1,334
1177
$68K ﹤0.01%
529
+38
1178
$67.3K ﹤0.01%
508
-126
1179
$67.1K ﹤0.01%
1,317
+530
1180
$67K ﹤0.01%
675
-32
1181
$67K ﹤0.01%
1,852
-12,914
1182
$66.7K ﹤0.01%
5,481
-1,041
1183
$66.7K ﹤0.01%
1,294
-295
1184
$66.6K ﹤0.01%
464
+7
1185
$66.4K ﹤0.01%
5,777
+34
1186
$66.3K ﹤0.01%
1,631
-61
1187
$66.1K ﹤0.01%
2,424
1188
$65.9K ﹤0.01%
2,328
-93
1189
$65.9K ﹤0.01%
6,483
+4,993
1190
$65.9K ﹤0.01%
1,123
1191
$65.6K ﹤0.01%
1,932
+45
1192
$65.6K ﹤0.01%
1,036
+8
1193
$65.5K ﹤0.01%
10,509
-3,684
1194
$65.1K ﹤0.01%
2,289
+553
1195
$64.7K ﹤0.01%
2,232
+570
1196
$64.5K ﹤0.01%
13,050
-2,970
1197
$64.4K ﹤0.01%
572
+97
1198
$64.2K ﹤0.01%
1,780
-820
1199
$64.2K ﹤0.01%
947
-7
1200
$64.1K ﹤0.01%
23,847
+17,710
46 47
48
49 50