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
1326
$54.6K ﹤0.01%
726
+4
1327
$54.4K ﹤0.01%
625
-55
1328
$54.3K ﹤0.01%
1,621
+30
1329
$54K ﹤0.01%
1,477
-6
1330
$53.8K ﹤0.01%
1,714
+2
1331
$53.7K ﹤0.01%
1,805
-1,150
1332
$53.6K ﹤0.01%
2,701
+2,700
1333
$53.5K ﹤0.01%
2,004
+161
1334
$53.5K ﹤0.01%
1,278
+62
1335
$53.5K ﹤0.01%
2,350
1336
$53.4K ﹤0.01%
4,075
+40
1337
$53.4K ﹤0.01%
5,715
1338
$53.3K ﹤0.01%
715
+1
1339
$53.2K ﹤0.01%
4,319
-2,126
1340
$53.1K ﹤0.01%
6,335
-95
1341
$53K ﹤0.01%
915
1342
$52.8K ﹤0.01%
3,119
1343
$52.7K ﹤0.01%
2,702
1344
$52.7K ﹤0.01%
711
1345
$52.6K ﹤0.01%
2,416
1346
$52.3K ﹤0.01%
1,793
1347
$52.2K ﹤0.01%
639
-2
1348
$52.2K ﹤0.01%
925
-369
1349
$51.9K ﹤0.01%
1,140
+25
1350
$51.7K ﹤0.01%
460
+190
52 53
54
55 56