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
1626
$27.7K ﹤0.01%
1,500
1627
$27.6K ﹤0.01%
558
1628
$27.5K ﹤0.01%
988
-44
1629
$27.5K ﹤0.01%
2,142
+59
1630
$27.5K ﹤0.01%
242
+6
1631
$27.4K ﹤0.01%
600
1632
$27.4K ﹤0.01%
430
-50
1633
$27.4K ﹤0.01%
5,372
1634
$27.3K ﹤0.01%
948
-279
1635
$27.2K ﹤0.01%
556
1636
$27.2K ﹤0.01%
+815
1637
$27K ﹤0.01%
+1,000
1638
$27K ﹤0.01%
936
1639
$27K ﹤0.01%
890
1640
$27K ﹤0.01%
669
-1,670
1641
$26.9K ﹤0.01%
1,555
+478
1642
$26.9K ﹤0.01%
329
+5
1643
$26.8K ﹤0.01%
1,057
+90
1644
$26.6K ﹤0.01%
99
1645
$26.6K ﹤0.01%
1,110
1646
$26.4K ﹤0.01%
490
-86
1647
$26.3K ﹤0.01%
1,424
+824
1648
$26.3K ﹤0.01%
618
-510
1649
$26.2K ﹤0.01%
365
+300
1650
$26.2K ﹤0.01%
550
64 65
66
67 68