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
1576
$31.1K ﹤0.01%
2,096
-185
1577
$31.1K ﹤0.01%
540
+10
1578
$31K ﹤0.01%
574
+14
1579
$31K ﹤0.01%
187
-33
1580
$31K ﹤0.01%
510
1581
$30.8K ﹤0.01%
1,990
+20
1582
$30.8K ﹤0.01%
944
1583
$30.8K ﹤0.01%
343
1584
$30.7K ﹤0.01%
550
-300
1585
$30.7K ﹤0.01%
232
1586
$30.7K ﹤0.01%
+2,103
1587
$30.6K ﹤0.01%
1,001
-572
1588
$30.5K ﹤0.01%
1,103
-3,547
1589
$30.2K ﹤0.01%
1,249
1590
$30.2K ﹤0.01%
1,318
+100
1591
$30.1K ﹤0.01%
183
1592
$30.1K ﹤0.01%
400
+4
1593
$30K ﹤0.01%
555
+548
1594
$30K ﹤0.01%
4,700
+2,304
1595
$30K ﹤0.01%
723
-173
1596
$29.8K ﹤0.01%
850
1597
$29.7K ﹤0.01%
918
-373
1598
$29.6K ﹤0.01%
25
+1
1599
$29.6K ﹤0.01%
111
+110
1600
$29.6K ﹤0.01%
378
+42
62 63
64
65 66