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
1551
$26.9K ﹤0.01%
324
+4
1552
$26.8K ﹤0.01%
528
-46
1553
$26.8K ﹤0.01%
336
-55
1554
$26.8K ﹤0.01%
358
-7
1555
$26.7K ﹤0.01%
+1,384
1556
$26.7K ﹤0.01%
878
-1,116
1557
$26.7K ﹤0.01%
2,248
+448
1558
$26.5K ﹤0.01%
2,028
+111
1559
$26.4K ﹤0.01%
367
-51
1560
$26.3K ﹤0.01%
150
+9
1561
$26.3K ﹤0.01%
644
+443
1562
$26.3K ﹤0.01%
550
+200
1563
$26.2K ﹤0.01%
890
-750
1564
$26.2K ﹤0.01%
564
-227
1565
$26.1K ﹤0.01%
818
+54
1566
$26.1K ﹤0.01%
1,328
1567
$26.1K ﹤0.01%
62
+2
1568
$26K ﹤0.01%
614
1569
$25.9K ﹤0.01%
809
-233
1570
$25.9K ﹤0.01%
60
+19
1571
$25.9K ﹤0.01%
121
1572
$25.9K ﹤0.01%
756
1573
$25.8K ﹤0.01%
934
-730
1574
$25.7K ﹤0.01%
1,315
1575
$25.6K ﹤0.01%
180
61 62
63
64 65