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
1351
$51.7K ﹤0.01%
901
+17
1352
$51.7K ﹤0.01%
1,315
+11
1353
$51.5K ﹤0.01%
+2,476
1354
$51.5K ﹤0.01%
630
-90
1355
$51.5K ﹤0.01%
318
+2
1356
$51.4K ﹤0.01%
280
1357
$51.3K ﹤0.01%
380
+1
1358
$51.3K ﹤0.01%
785
+4
1359
$50.4K ﹤0.01%
1,000
1360
$50.3K ﹤0.01%
137
+32
1361
$50.2K ﹤0.01%
2,642
+380
1362
$50.1K ﹤0.01%
800
-2
1363
$50K ﹤0.01%
1,600
+147
1364
$50K ﹤0.01%
+2,054
1365
$49.9K ﹤0.01%
1,075
-21,203
1366
$49.7K ﹤0.01%
346
+42
1367
$49.6K ﹤0.01%
1,453
+341
1368
$49.5K ﹤0.01%
383
1369
$49.5K ﹤0.01%
5,740
+91
1370
$49.4K ﹤0.01%
220
+19
1371
$49.4K ﹤0.01%
+2,300
1372
$49.4K ﹤0.01%
938
+55
1373
$49.3K ﹤0.01%
352
+16
1374
$49.3K ﹤0.01%
2,099
1375
$49.2K ﹤0.01%
986
+18
53 54
55
56 57