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
1526
$28.7K ﹤0.01%
95
1527
$28.7K ﹤0.01%
2,317
1528
$28.6K ﹤0.01%
656
-218
1529
$28.6K ﹤0.01%
1,024
+158
1530
$28.6K ﹤0.01%
2,611
-400
1531
$28.5K ﹤0.01%
1,112
+176
1532
$28.5K ﹤0.01%
768
+130
1533
$28.4K ﹤0.01%
400
1534
$28.3K ﹤0.01%
1,167
-26
1535
$28.3K ﹤0.01%
1,246
-148
1536
$28.1K ﹤0.01%
793
-654
1537
$28K ﹤0.01%
99
+50
1538
$28K ﹤0.01%
1,295
1539
$28K ﹤0.01%
1,200
-144
1540
$27.8K ﹤0.01%
698
+2
1541
$27.7K ﹤0.01%
630
+47
1542
$27.6K ﹤0.01%
731
-37
1543
$27.4K ﹤0.01%
1,225
-1,745
1544
$27.4K ﹤0.01%
196
+22
1545
$27.3K ﹤0.01%
622
+173
1546
$27.2K ﹤0.01%
+2,332
1547
$27.1K ﹤0.01%
183
1548
$27.1K ﹤0.01%
+944
1549
$26.9K ﹤0.01%
9,800
1550
$26.9K ﹤0.01%
600
60 61
62
63 64