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
1676
$24.7K ﹤0.01%
800
1677
$24.5K ﹤0.01%
1,763
1678
$24.4K ﹤0.01%
635
+300
1679
$24.2K ﹤0.01%
962
-14
1680
$24.1K ﹤0.01%
1,341
+13
1681
$24.1K ﹤0.01%
423
+1
1682
$24K ﹤0.01%
765
1683
$24K ﹤0.01%
750
1684
$23.9K ﹤0.01%
2,032
-300
1685
$23.8K ﹤0.01%
979
+9
1686
$23.8K ﹤0.01%
224
-184
1687
$23.7K ﹤0.01%
568
1688
$23.7K ﹤0.01%
59
-94
1689
$23.6K ﹤0.01%
3,016
-5,110
1690
$23.6K ﹤0.01%
1,588
+1,507
1691
$23.5K ﹤0.01%
62
1692
$23.5K ﹤0.01%
1,243
1693
$23.5K ﹤0.01%
895
1694
$23.5K ﹤0.01%
242
+2
1695
$23.5K ﹤0.01%
2,750
+1,000
1696
$23.4K ﹤0.01%
1,105
+17
1697
$23.3K ﹤0.01%
889
1698
$23.3K ﹤0.01%
167
-52
1699
$23.3K ﹤0.01%
275
+42
1700
$23.2K ﹤0.01%
220
66 67
68
69 70