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
1626
$22.5K ﹤0.01%
101
+21
1627
$22.4K ﹤0.01%
523
-107
1628
$22.3K ﹤0.01%
1,149
-1,638
1629
$22.2K ﹤0.01%
894
-90
1630
$22.2K ﹤0.01%
89
1631
$22.2K ﹤0.01%
1,243
1632
$22.1K ﹤0.01%
532
-519
1633
$22.1K ﹤0.01%
178
+111
1634
$22.1K ﹤0.01%
460
1635
$22K ﹤0.01%
35
+8
1636
$22K ﹤0.01%
1,069
+24
1637
$22K ﹤0.01%
26
-5
1638
$22K ﹤0.01%
860
-617
1639
$21.9K ﹤0.01%
1,770
1640
$21.9K ﹤0.01%
948
-368
1641
$21.8K ﹤0.01%
+801
1642
$21.8K ﹤0.01%
63
+13
1643
$21.8K ﹤0.01%
1,233
+99
1644
$21.7K ﹤0.01%
916
-578
1645
$21.6K ﹤0.01%
800
1646
$21.5K ﹤0.01%
106
+14
1647
$21.4K ﹤0.01%
901
1648
$21.4K ﹤0.01%
472
1649
$21.3K ﹤0.01%
1,110
1650
$21.3K ﹤0.01%
400
-14
64 65
66
67 68