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
1376
$41.2K ﹤0.01%
790
-218
1377
$41.1K ﹤0.01%
840
+590
1378
$40.8K ﹤0.01%
2,262
1379
$40.8K ﹤0.01%
1,891
+1,659
1380
$40.5K ﹤0.01%
429
+190
1381
$40.5K ﹤0.01%
1,597
+2
1382
$40.5K ﹤0.01%
1,356
-939
1383
$40.4K ﹤0.01%
850
-2,999
1384
$40.2K ﹤0.01%
1,320
+8
1385
$40.1K ﹤0.01%
1,520
-205
1386
$40.1K ﹤0.01%
677
+95
1387
$40K ﹤0.01%
+793
1388
$39.9K ﹤0.01%
468
+47
1389
$39.9K ﹤0.01%
346
-38
1390
$39.8K ﹤0.01%
2,134
-518
1391
$39.8K ﹤0.01%
824
-87
1392
$39.8K ﹤0.01%
440
+8
1393
$39.7K ﹤0.01%
902
-150
1394
$39.6K ﹤0.01%
9,781
-289
1395
$39.6K ﹤0.01%
1,665
1396
$39.5K ﹤0.01%
866
-544
1397
$39.4K ﹤0.01%
951
+55
1398
$39.4K ﹤0.01%
1,181
1399
$39.3K ﹤0.01%
500
1400
$39.3K ﹤0.01%
+1,506
54 55
56
57 58