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
1451
$34.4K ﹤0.01%
236
+1
1452
$34.3K ﹤0.01%
824
+7
1453
$34.1K ﹤0.01%
1,376
-154
1454
$33.9K ﹤0.01%
+2,669
1455
$33.6K ﹤0.01%
1,457
-20
1456
$33.6K ﹤0.01%
547
+391
1457
$33.5K ﹤0.01%
280
+38
1458
$33.5K ﹤0.01%
880
+120
1459
$33.5K ﹤0.01%
1,584
-544
1460
$33.2K ﹤0.01%
754
-92
1461
$33.2K ﹤0.01%
+1,243
1462
$33.1K ﹤0.01%
+1,141
1463
$33.1K ﹤0.01%
2,803
-1,976
1464
$33K ﹤0.01%
1,850
1465
$33K ﹤0.01%
5,342
+470
1466
$33K ﹤0.01%
168
-3
1467
$32.9K ﹤0.01%
1,372
-147
1468
$32.8K ﹤0.01%
2,671
1469
$32.7K ﹤0.01%
1,465
1470
$32.7K ﹤0.01%
832
-346
1471
$32.7K ﹤0.01%
9,000
-1,246
1472
$32.6K ﹤0.01%
102
+14
1473
$32.5K ﹤0.01%
626
1474
$32.4K ﹤0.01%
1,357
+1
1475
$32.4K ﹤0.01%
1,249
+986
57 58
59
60 61