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
1601
$29.6K ﹤0.01%
1,517
-648
1602
$29.5K ﹤0.01%
361
+1
1603
$29.3K ﹤0.01%
1,845
1604
$29.2K ﹤0.01%
2,334
-2,456
1605
$29.1K ﹤0.01%
756
1606
$29K ﹤0.01%
1,750
-300
1607
$28.9K ﹤0.01%
1,498
-101
1608
$28.8K ﹤0.01%
300
1609
$28.8K ﹤0.01%
502
1610
$28.8K ﹤0.01%
309
1611
$28.7K ﹤0.01%
892
1612
$28.6K ﹤0.01%
1,046
-1,495
1613
$28.6K ﹤0.01%
521
1614
$28.5K ﹤0.01%
613
1615
$28.4K ﹤0.01%
235
1616
$28.4K ﹤0.01%
3,643
+3,178
1617
$28.3K ﹤0.01%
2,437
+598
1618
$28.2K ﹤0.01%
1,186
+5
1619
$28.1K ﹤0.01%
617
1620
$28K ﹤0.01%
722
-11
1621
$28K ﹤0.01%
654
1622
$27.9K ﹤0.01%
211
-96
1623
$27.8K ﹤0.01%
1,875
1624
$27.8K ﹤0.01%
523
+50
1625
$27.8K ﹤0.01%
216
+56
63 64
65
66 67