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
1651
$21.2K ﹤0.01%
1,254
+1,053
1652
$21.2K ﹤0.01%
657
1653
$21.2K ﹤0.01%
500
1654
$21.1K ﹤0.01%
227
-3
1655
$21K ﹤0.01%
250
1656
$21K ﹤0.01%
132
1657
$20.9K ﹤0.01%
266
+4
1658
$20.8K ﹤0.01%
65
-43
1659
$20.8K ﹤0.01%
100
-2
1660
$20.6K ﹤0.01%
889
-94
1661
$20.6K ﹤0.01%
+778
1662
$20.5K ﹤0.01%
799
+99
1663
$20.5K ﹤0.01%
+819
1664
$20.4K ﹤0.01%
1,052
+307
1665
$20.3K ﹤0.01%
622
-285
1666
$20.3K ﹤0.01%
79
+5
1667
$20.2K ﹤0.01%
400
-500
1668
$20.2K ﹤0.01%
2,500
-1,350
1669
$20.2K ﹤0.01%
2,089
+51
1670
$20.2K ﹤0.01%
1,064
1671
$20.2K ﹤0.01%
395
+86
1672
$20.2K ﹤0.01%
205
+4
1673
$20.2K ﹤0.01%
1,500
1674
$20.1K ﹤0.01%
634
-99
1675
$20.1K ﹤0.01%
905
-60
65 66
67
68 69