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
1426
$43.3K ﹤0.01%
769
-35
1427
$43.3K ﹤0.01%
302
-27
1428
$43.2K ﹤0.01%
1,535
1429
$43.1K ﹤0.01%
1,181
1430
$43.1K ﹤0.01%
276
+232
1431
$43K ﹤0.01%
350
1432
$42.8K ﹤0.01%
1,464
+221
1433
$42.8K ﹤0.01%
2,375
+200
1434
$42.5K ﹤0.01%
+416
1435
$42.5K ﹤0.01%
1,588
+53
1436
$42.3K ﹤0.01%
3,061
+265
1437
$42.3K ﹤0.01%
1,346
+361
1438
$42.3K ﹤0.01%
3,152
-1
1439
$42.2K ﹤0.01%
969
+4
1440
$42.1K ﹤0.01%
308
+25
1441
$41.9K ﹤0.01%
1,533
-433
1442
$41.6K ﹤0.01%
423
-99
1443
$41.3K ﹤0.01%
+534
1444
$41.3K ﹤0.01%
864
+2
1445
$41.2K ﹤0.01%
921
+15
1446
$41.1K ﹤0.01%
1,976
+954
1447
$41.1K ﹤0.01%
1,245
+755
1448
$41.1K ﹤0.01%
728
+32
1449
$41K ﹤0.01%
73
+16
1450
$40.9K ﹤0.01%
935
+1
56 57
58
59 60