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
1251
$63.9K ﹤0.01%
2,330
+1,440
1252
$63.9K ﹤0.01%
459
-253
1253
$63.9K ﹤0.01%
1,357
-1,359
1254
$63.7K ﹤0.01%
3,000
1255
$63.6K ﹤0.01%
699
-423
1256
$63.6K ﹤0.01%
5,693
-576
1257
$63.4K ﹤0.01%
1,840
+1,455
1258
$63.2K ﹤0.01%
13,651
+171
1259
$63.1K ﹤0.01%
5,528
1260
$63K ﹤0.01%
2,161
-9,820
1261
$62.6K ﹤0.01%
595
1262
$62.6K ﹤0.01%
424
-24
1263
$62.5K ﹤0.01%
4,356
-1,644
1264
$62.5K ﹤0.01%
5,387
-1,556
1265
$62.5K ﹤0.01%
1,271
1266
$62.2K ﹤0.01%
3,169
+2,630
1267
$62.2K ﹤0.01%
920
1268
$62.1K ﹤0.01%
621
+343
1269
$62.1K ﹤0.01%
275
-199
1270
$62.1K ﹤0.01%
2,265
-37
1271
$61.3K ﹤0.01%
752
1272
$61.1K ﹤0.01%
815
1273
$60.3K ﹤0.01%
341
+300
1274
$60.3K ﹤0.01%
3,038
-4
1275
$60.1K ﹤0.01%
1,199
+4
49 50
51
52 53