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
1201
$71.3K ﹤0.01%
1,391
1202
$71.1K ﹤0.01%
2,180
-136
1203
$70.5K ﹤0.01%
1,678
-490
1204
$70.3K ﹤0.01%
9,733
+3,250
1205
$70.2K ﹤0.01%
355
-845
1206
$70.2K ﹤0.01%
+2,834
1207
$70.2K ﹤0.01%
+2,798
1208
$70K ﹤0.01%
979
+1
1209
$69.8K ﹤0.01%
1,123
+2
1210
$69.7K ﹤0.01%
4,372
+772
1211
$69.7K ﹤0.01%
9,841
+168
1212
$69.5K ﹤0.01%
2,095
1213
$69.5K ﹤0.01%
5,583
1214
$69.5K ﹤0.01%
2,075
1215
$69.1K ﹤0.01%
1,337
+5
1216
$69K ﹤0.01%
1,705
+1,004
1217
$68.9K ﹤0.01%
2,374
-3,238
1218
$68.9K ﹤0.01%
2,354
1219
$68.8K ﹤0.01%
2,340
-3,100
1220
$68.7K ﹤0.01%
869
-32
1221
$68.4K ﹤0.01%
1,667
-1,458
1222
$68.4K ﹤0.01%
3,161
1223
$68.2K ﹤0.01%
803
1224
$68.1K ﹤0.01%
2,278
1225
$67.9K ﹤0.01%
3,496
-298
47 48
49
50 51