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
1551
$32.2K ﹤0.01%
702
-1,096
1552
$32.2K ﹤0.01%
1,215
-586
1553
$32.1K ﹤0.01%
64
-41
1554
$32.1K ﹤0.01%
1,224
1555
$32.1K ﹤0.01%
+1,119
1556
$32.1K ﹤0.01%
1,229
-983
1557
$32K ﹤0.01%
2,164
-642
1558
$32K ﹤0.01%
799
+15
1559
$31.9K ﹤0.01%
205
-503
1560
$31.9K ﹤0.01%
967
+35
1561
$31.9K ﹤0.01%
1,490
+5
1562
$31.9K ﹤0.01%
657
-28
1563
$31.8K ﹤0.01%
658
1564
$31.7K ﹤0.01%
1,800
-2,600
1565
$31.5K ﹤0.01%
97
1566
$31.4K ﹤0.01%
400
1567
$31.4K ﹤0.01%
545
+135
1568
$31.3K ﹤0.01%
974
+904
1569
$31.3K ﹤0.01%
935
+244
1570
$31.2K ﹤0.01%
859
-11,622
1571
$31.2K ﹤0.01%
1,961
-339
1572
$31.2K ﹤0.01%
+1,818
1573
$31.2K ﹤0.01%
914
-1,833
1574
$31.2K ﹤0.01%
2,332
1575
$31.1K ﹤0.01%
690
61 62
63
64 65