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
1276
$60K ﹤0.01%
2,791
+1,781
1277
$60K ﹤0.01%
1,174
-55
1278
$59.7K ﹤0.01%
2,269
+8
1279
$59.5K ﹤0.01%
2,202
+189
1280
$59.4K ﹤0.01%
3,032
-2,242
1281
$59.3K ﹤0.01%
1,800
1282
$59.2K ﹤0.01%
24,550
-2,500
1283
$59.1K ﹤0.01%
2,257
+230
1284
$59K ﹤0.01%
7,141
+32
1285
$59K ﹤0.01%
1,465
+1
1286
$58.8K ﹤0.01%
2,182
1287
$58.7K ﹤0.01%
512
-60
1288
$58.6K ﹤0.01%
1,577
1289
$58.3K ﹤0.01%
999
+68
1290
$58.3K ﹤0.01%
2,232
1291
$58.2K ﹤0.01%
1,246
-209
1292
$58.2K ﹤0.01%
296
+9
1293
$58.2K ﹤0.01%
3,303
1294
$58.1K ﹤0.01%
774
-2,289
1295
$58K ﹤0.01%
987
1296
$57.9K ﹤0.01%
1,178
+244
1297
$57.8K ﹤0.01%
1,350
1298
$57.7K ﹤0.01%
+4,120
1299
$57.5K ﹤0.01%
8,547
1300
$57.5K ﹤0.01%
920
-13,400
50 51
52
53 54