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
1426
$36.7K ﹤0.01%
485
-98
1427
$36.7K ﹤0.01%
978
-580
1428
$36.4K ﹤0.01%
1,128
-140
1429
$36.4K ﹤0.01%
2,751
+96
1430
$36.3K ﹤0.01%
478
+16
1431
$36.3K ﹤0.01%
580
1432
$36.3K ﹤0.01%
1,850
+32
1433
$35.7K ﹤0.01%
1,962
-177
1434
$35.6K ﹤0.01%
382
+2
1435
$35.5K ﹤0.01%
707
1436
$35.4K ﹤0.01%
2,320
+350
1437
$35.3K ﹤0.01%
565
-45
1438
$35.3K ﹤0.01%
781
1439
$35.2K ﹤0.01%
6,336
+10
1440
$35.1K ﹤0.01%
840
1441
$35K ﹤0.01%
896
-643
1442
$34.9K ﹤0.01%
675
-39
1443
$34.9K ﹤0.01%
1,167
1444
$34.9K ﹤0.01%
+1,067
1445
$34.9K ﹤0.01%
841
+47
1446
$34.9K ﹤0.01%
1,286
-789
1447
$34.8K ﹤0.01%
319
+6
1448
$34.7K ﹤0.01%
3,709
-450
1449
$34.5K ﹤0.01%
2,050
-2,000
1450
$34.4K ﹤0.01%
860
-307
56 57
58
59 60