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
1326
$46.5K ﹤0.01%
1,417
+239
1327
$46.4K ﹤0.01%
1,605
-3,763
1328
$46.1K ﹤0.01%
325
+3
1329
$46K ﹤0.01%
1,512
-103
1330
$46K ﹤0.01%
728
+139
1331
$46K ﹤0.01%
1,483
-100
1332
$45.9K ﹤0.01%
928
+258
1333
$45.8K ﹤0.01%
1,650
+300
1334
$45.7K ﹤0.01%
1,210
-50
1335
$45.6K ﹤0.01%
1,199
+83
1336
$45.4K ﹤0.01%
455
+58
1337
$45.4K ﹤0.01%
1,352
1338
$45.3K ﹤0.01%
508
+323
1339
$45.3K ﹤0.01%
146
+30
1340
$45.2K ﹤0.01%
1,238
-266
1341
$45.2K ﹤0.01%
551
+22
1342
$44.8K ﹤0.01%
616
1343
$44.8K ﹤0.01%
1,257
+11
1344
$44.7K ﹤0.01%
378
+3
1345
$44.6K ﹤0.01%
3,119
+128
1346
$44.5K ﹤0.01%
2,592
+229
1347
$44.5K ﹤0.01%
1,083
-86
1348
$44.4K ﹤0.01%
+1,818
1349
$44.4K ﹤0.01%
3,820
1350
$44.3K ﹤0.01%
700
-41
52 53
54
55 56