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
1701
$18.8K ﹤0.01%
679
+70
1702
$18.8K ﹤0.01%
501
1703
$18.7K ﹤0.01%
+188
1704
$18.7K ﹤0.01%
600
1705
$18.7K ﹤0.01%
556
1706
$18.7K ﹤0.01%
351
+4
1707
$18.7K ﹤0.01%
525
-25
1708
$18.6K ﹤0.01%
1,397
-66
1709
$18.6K ﹤0.01%
964
1710
$18.6K ﹤0.01%
300
1711
$18.5K ﹤0.01%
502
+400
1712
$18.5K ﹤0.01%
99
1713
$18.5K ﹤0.01%
739
-80
1714
$18.4K ﹤0.01%
941
-296
1715
$18.4K ﹤0.01%
1,296
-50
1716
$18.3K ﹤0.01%
1,375
1717
$18.3K ﹤0.01%
149
1718
$18.1K ﹤0.01%
220
+5
1719
$18.1K ﹤0.01%
1,276
1720
$18.1K ﹤0.01%
432
-50
1721
$18.1K ﹤0.01%
808
1722
$18K ﹤0.01%
1,250
-2,353
1723
$18K ﹤0.01%
1,778
+261
1724
$18K ﹤0.01%
699
1725
$17.8K ﹤0.01%
438
-49
67 68
69
70 71