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
1576
$25.6K ﹤0.01%
593
+208
1577
$25.5K ﹤0.01%
2,332
-900
1578
$25.5K ﹤0.01%
539
+64
1579
$25.4K ﹤0.01%
676
+4
1580
$25.3K ﹤0.01%
2,035
+49
1581
$25.2K ﹤0.01%
63
+9
1582
$25.2K ﹤0.01%
626
-2
1583
$25.2K ﹤0.01%
1,303
1584
$25.1K ﹤0.01%
571
-706
1585
$25.1K ﹤0.01%
218
-34
1586
$25K ﹤0.01%
784
+3
1587
$25K ﹤0.01%
878
+738
1588
$24.9K ﹤0.01%
843
-170
1589
$24.9K ﹤0.01%
439
-1,636
1590
$24.9K ﹤0.01%
243
+75
1591
$24.8K ﹤0.01%
306
+11
1592
$24.7K ﹤0.01%
520
1593
$24.7K ﹤0.01%
140
+21
1594
$24.6K ﹤0.01%
972
-492
1595
$24.6K ﹤0.01%
254
-159
1596
$24.6K ﹤0.01%
1,087
+16
1597
$24.6K ﹤0.01%
1,975
+100
1598
$24.5K ﹤0.01%
400
+155
1599
$24.4K ﹤0.01%
204
-40
1600
$24.4K ﹤0.01%
1,332
+323
62 63
64
65 66