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
1301
$57.3K ﹤0.01%
1,729
1302
$57.2K ﹤0.01%
326
-68
1303
$57.1K ﹤0.01%
14,759
-200
1304
$57.1K ﹤0.01%
1,614
+1,243
1305
$57K ﹤0.01%
2,719
-2,049
1306
$57K ﹤0.01%
1,502
+55
1307
$57K ﹤0.01%
6,300
1308
$56.9K ﹤0.01%
5,200
1309
$56.8K ﹤0.01%
2,090
+1,740
1310
$56.8K ﹤0.01%
1,710
1311
$56.7K ﹤0.01%
622
+5
1312
$56.6K ﹤0.01%
1,043
1313
$56.4K ﹤0.01%
1,557
+57
1314
$56.2K ﹤0.01%
1,405
+176
1315
$56.1K ﹤0.01%
496
-432
1316
$56.1K ﹤0.01%
2,250
1317
$55.9K ﹤0.01%
1,420
-490
1318
$55.8K ﹤0.01%
286
-167
1319
$55.7K ﹤0.01%
666
+6
1320
$55.6K ﹤0.01%
+2,025
1321
$55.3K ﹤0.01%
346
1322
$55.2K ﹤0.01%
406
+3
1323
$55K ﹤0.01%
1,110
-66
1324
$54.8K ﹤0.01%
221
-17
1325
$54.6K ﹤0.01%
+700
51 52
53
54 55