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
1301
$49.8K ﹤0.01%
1,217
+487
1302
$49.6K ﹤0.01%
3,096
-937
1303
$49.6K ﹤0.01%
2,099
1304
$49.4K ﹤0.01%
642
+27
1305
$49.2K ﹤0.01%
1,201
-801
1306
$49.1K ﹤0.01%
12,831
-1,675
1307
$49K ﹤0.01%
239
-10
1308
$48.8K ﹤0.01%
448
1309
$48.7K ﹤0.01%
308
-5
1310
$48.5K ﹤0.01%
1,581
+700
1311
$48.4K ﹤0.01%
1,316
-1,371
1312
$48.3K ﹤0.01%
501
1313
$48.3K ﹤0.01%
972
-74
1314
$48K ﹤0.01%
2,088
+32
1315
$47.8K ﹤0.01%
4,628
-100
1316
$47.6K ﹤0.01%
495
+465
1317
$47.4K ﹤0.01%
3,355
+2,155
1318
$47.4K ﹤0.01%
+2,051
1319
$47.3K ﹤0.01%
4,035
1320
$46.8K ﹤0.01%
923
+512
1321
$46.8K ﹤0.01%
280
-12
1322
$46.7K ﹤0.01%
524
-200
1323
$46.7K ﹤0.01%
1,695
+609
1324
$46.7K ﹤0.01%
365
+196
1325
$46.7K ﹤0.01%
729
-499
51 52
53
54 55