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
1476
$38.5K ﹤0.01%
2,292
+412
1477
$38.5K ﹤0.01%
513
1478
$38.4K ﹤0.01%
731
-461
1479
$38.4K ﹤0.01%
10,205
1480
$38.3K ﹤0.01%
92
-64
1481
$38.3K ﹤0.01%
745
+42
1482
$38.2K ﹤0.01%
1,141
1483
$38.1K ﹤0.01%
1,295
1484
$38.1K ﹤0.01%
3,709
1485
$38K ﹤0.01%
500
1486
$37.9K ﹤0.01%
1,548
+15
1487
$37.9K ﹤0.01%
960
-321
1488
$37.9K ﹤0.01%
205
1489
$37.8K ﹤0.01%
209
-23
1490
$37.7K ﹤0.01%
2,000
1491
$37.7K ﹤0.01%
1,962
1492
$37.7K ﹤0.01%
937
-63
1493
$37.6K ﹤0.01%
962
+3
1494
$37.4K ﹤0.01%
1,581
1495
$37.4K ﹤0.01%
978
1496
$37.3K ﹤0.01%
116
-11
1497
$37.2K ﹤0.01%
1,885
+18
1498
$36.9K ﹤0.01%
900
1499
$36.9K ﹤0.01%
1,534
-1,246
1500
$36.7K ﹤0.01%
1,714
58 59
60
61 62