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
1651
$26.2K ﹤0.01%
+506
1652
$26.2K ﹤0.01%
1,200
1653
$26.1K ﹤0.01%
449
-111
1654
$26.1K ﹤0.01%
1,315
1655
$26.1K ﹤0.01%
183
-28
1656
$26.1K ﹤0.01%
1,328
1657
$26K ﹤0.01%
966
1658
$25.8K ﹤0.01%
425
-95
1659
$25.7K ﹤0.01%
1,639
+1,211
1660
$25.6K ﹤0.01%
5,634
-1,300
1661
$25.6K ﹤0.01%
1,110
1662
$25.5K ﹤0.01%
137
1663
$25.4K ﹤0.01%
1,303
1664
$25.3K ﹤0.01%
2,468
+1,500
1665
$25.2K ﹤0.01%
169
-359
1666
$25.2K ﹤0.01%
177
+9
1667
$25.2K ﹤0.01%
107
+2
1668
$25.1K ﹤0.01%
250
1669
$25.1K ﹤0.01%
132
1670
$25.1K ﹤0.01%
1,105
+10
1671
$25.1K ﹤0.01%
936
+865
1672
$25K ﹤0.01%
494
1673
$24.9K ﹤0.01%
963
-1,108
1674
$24.8K ﹤0.01%
3,698
+84
1675
$24.8K ﹤0.01%
554
+10
65 66
67
68 69