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
1526
$34.2K ﹤0.01%
905
1527
$34.1K ﹤0.01%
2,671
1528
$34K ﹤0.01%
2,518
-227
1529
$34K ﹤0.01%
1,620
1530
$34K ﹤0.01%
+1,244
1531
$34K ﹤0.01%
931
+235
1532
$33.9K ﹤0.01%
911
-71
1533
$33.7K ﹤0.01%
350
-4
1534
$33.7K ﹤0.01%
868
-37
1535
$33.6K ﹤0.01%
2,000
1536
$33.6K ﹤0.01%
88
-50
1537
$33.4K ﹤0.01%
1,440
-500
1538
$33.4K ﹤0.01%
1,363
+843
1539
$33.4K ﹤0.01%
274
-1,719
1540
$33K ﹤0.01%
657
1541
$33K ﹤0.01%
771
+138
1542
$33K ﹤0.01%
224
-230
1543
$32.9K ﹤0.01%
870
-719
1544
$32.9K ﹤0.01%
171
+6
1545
$32.8K ﹤0.01%
221
+1
1546
$32.7K ﹤0.01%
570
+42
1547
$32.7K ﹤0.01%
6,345
+5
1548
$32.5K ﹤0.01%
566
+214
1549
$32.4K ﹤0.01%
171
-609
1550
$32.3K ﹤0.01%
1,453
+228
60 61
62
63 64