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
1351
$44.1K ﹤0.01%
108
+21
1352
$44K ﹤0.01%
915
-8
1353
$43.9K ﹤0.01%
+1,624
1354
$43.8K ﹤0.01%
1,263
+1,259
1355
$43.6K ﹤0.01%
662
+32
1356
$43.6K ﹤0.01%
1,014
-1,278
1357
$43.5K ﹤0.01%
3,675
+624
1358
$43.5K ﹤0.01%
459
+86
1359
$43.2K ﹤0.01%
1,212
+26
1360
$43K ﹤0.01%
+1,267
1361
$42.8K ﹤0.01%
121
+10
1362
$42.8K ﹤0.01%
300
+148
1363
$42.7K ﹤0.01%
1,600
+775
1364
$42.6K ﹤0.01%
1,043
-30
1365
$42.5K ﹤0.01%
1,700
1366
$42.3K ﹤0.01%
139
+26
1367
$42.2K ﹤0.01%
131
+7
1368
$42.2K ﹤0.01%
862
+226
1369
$41.7K ﹤0.01%
956
-144
1370
$41.6K ﹤0.01%
10,205
1371
$41.6K ﹤0.01%
1,702
+2
1372
$41.6K ﹤0.01%
378
-5,648
1373
$41.4K ﹤0.01%
706
+500
1374
$41.2K ﹤0.01%
400
1375
$41.2K ﹤0.01%
291
-59
53 54
55
56 57