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
1176
$74.3K ﹤0.01%
+2,215
1177
$74.1K ﹤0.01%
660
1178
$74K ﹤0.01%
1,652
1179
$73.9K ﹤0.01%
384
-140
1180
$73.9K ﹤0.01%
1,180
-124
1181
$73.8K ﹤0.01%
1,289
+68
1182
$73.7K ﹤0.01%
5,473
+182
1183
$73.7K ﹤0.01%
1,503
+4
1184
$73.6K ﹤0.01%
2,924
+8
1185
$73.5K ﹤0.01%
694
-1,343
1186
$73.4K ﹤0.01%
655
+7
1187
$73.4K ﹤0.01%
1,285
-808
1188
$73.3K ﹤0.01%
1,082
+434
1189
$73.3K ﹤0.01%
1,272
1190
$73K ﹤0.01%
6,447
1191
$72.7K ﹤0.01%
167
+6
1192
$72.6K ﹤0.01%
399
-70
1193
$72.4K ﹤0.01%
176
+98
1194
$72.1K ﹤0.01%
6,340
-13,176
1195
$72K ﹤0.01%
2,498
1196
$72K ﹤0.01%
1,195
+20
1197
$71.9K ﹤0.01%
1,670
+273
1198
$71.6K ﹤0.01%
4,630
1199
$71.4K ﹤0.01%
1,110
1200
$71.4K ﹤0.01%
2,118
-1
46 47
48
49 50