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
1376
$49.2K ﹤0.01%
671
-165
1377
$49.1K ﹤0.01%
790
1378
$49.1K ﹤0.01%
319
1379
$48.9K ﹤0.01%
1,818
1380
$48.8K ﹤0.01%
12,670
-1,966
1381
$48.6K ﹤0.01%
813
+77
1382
$48.5K ﹤0.01%
350
+130
1383
$48.5K ﹤0.01%
4,855
+255
1384
$48.4K ﹤0.01%
780
-66
1385
$48.3K ﹤0.01%
1,222
+4
1386
$48.2K ﹤0.01%
5,218
+22
1387
$47.7K ﹤0.01%
258
+2
1388
$47.6K ﹤0.01%
203
-72
1389
$47.5K ﹤0.01%
211
-98
1390
$47.4K ﹤0.01%
53
+26
1391
$47.4K ﹤0.01%
1,084
+6
1392
$47.3K ﹤0.01%
1,675
1393
$47.1K ﹤0.01%
2,840
+2,140
1394
$46.9K ﹤0.01%
815
-25,347
1395
$46.8K ﹤0.01%
1,330
+9
1396
$46.8K ﹤0.01%
577
1397
$46.7K ﹤0.01%
935
+463
1398
$46.7K ﹤0.01%
1,090
1399
$46.7K ﹤0.01%
667
-1,359
1400
$46.6K ﹤0.01%
1,600
54 55
56
57 58