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
1401
$46.3K ﹤0.01%
2,250
1402
$46.1K ﹤0.01%
2,112
+273
1403
$46.1K ﹤0.01%
1,734
+1,200
1404
$45.8K ﹤0.01%
356
-78
1405
$45.7K ﹤0.01%
723
-200
1406
$45.6K ﹤0.01%
398
1407
$45.6K ﹤0.01%
5,027
-3,943
1408
$45.3K ﹤0.01%
463
+2
1409
$45.2K ﹤0.01%
1,738
-83
1410
$45K ﹤0.01%
245
-125
1411
$44.7K ﹤0.01%
1,648
+1,548
1412
$44.7K ﹤0.01%
707
1413
$44.6K ﹤0.01%
473
+7
1414
$44.2K ﹤0.01%
617
+1
1415
$44.1K ﹤0.01%
423
+65
1416
$43.9K ﹤0.01%
1,705
+1
1417
$43.8K ﹤0.01%
233
1418
$43.8K ﹤0.01%
381
-286
1419
$43.6K ﹤0.01%
613
-253
1420
$43.6K ﹤0.01%
1,918
+9
1421
$43.5K ﹤0.01%
+1,644
1422
$43.4K ﹤0.01%
1,665
1423
$43.4K ﹤0.01%
1,506
1424
$43.4K ﹤0.01%
1,863
-229
1425
$43.4K ﹤0.01%
1,043
-13
55 56
57
58 59