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
1201
$64.1K ﹤0.01%
1,218
-14,079
1202
$63.7K ﹤0.01%
700
1203
$63.6K ﹤0.01%
554
+4
1204
$63.6K ﹤0.01%
1,670
+3
1205
$63.5K ﹤0.01%
4,732
-2,841
1206
$63.2K ﹤0.01%
+2,574
1207
$62.9K ﹤0.01%
680
1208
$62.9K ﹤0.01%
711
+20
1209
$62.6K ﹤0.01%
3,000
1210
$62.5K ﹤0.01%
3,701
-326
1211
$62.5K ﹤0.01%
31
+26
1212
$62.4K ﹤0.01%
2,075
1213
$62.4K ﹤0.01%
881
+13
1214
$62.4K ﹤0.01%
2,666
+45
1215
$62.3K ﹤0.01%
1,271
+613
1216
$62.1K ﹤0.01%
1,459
1217
$61.8K ﹤0.01%
720
-131
1218
$61.2K ﹤0.01%
6,843
+5,773
1219
$61.1K ﹤0.01%
4,226
-600
1220
$61K ﹤0.01%
1,623
+890
1221
$60.6K ﹤0.01%
815
1222
$60.6K ﹤0.01%
377
-12
1223
$60.5K ﹤0.01%
13,099
+308
1224
$60K ﹤0.01%
+2,618
1225
$60K ﹤0.01%
695
+1
47 48
49
50 51