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
1226
$67.8K ﹤0.01%
456
-6
1227
$67.8K ﹤0.01%
723
+635
1228
$67.5K ﹤0.01%
11,963
1229
$67.2K ﹤0.01%
925
-50
1230
$66.8K ﹤0.01%
457
1231
$66.7K ﹤0.01%
6,412
1232
$66.5K ﹤0.01%
2,014
+880
1233
$66.5K ﹤0.01%
2,325
-1,693
1234
$66.3K ﹤0.01%
+1,174
1235
$66.3K ﹤0.01%
2,307
-166
1236
$66.1K ﹤0.01%
1,561
-17
1237
$65.8K ﹤0.01%
2,840
1238
$65.6K ﹤0.01%
3,537
+78
1239
$65.6K ﹤0.01%
604
-150
1240
$65.4K ﹤0.01%
1,631
-307
1241
$65.2K ﹤0.01%
4,860
+12
1242
$65.1K ﹤0.01%
590
+153
1243
$65K ﹤0.01%
1,706
+201
1244
$64.7K ﹤0.01%
1,085
-199
1245
$64.5K ﹤0.01%
452
-78
1246
$64.5K ﹤0.01%
811
-521
1247
$64.4K ﹤0.01%
1,670
+26
1248
$64.3K ﹤0.01%
933
-40
1249
$64.2K ﹤0.01%
646
+31
1250
$64K ﹤0.01%
1,139
-584
48 49
50
51 52