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
1701
$23.2K ﹤0.01%
540
+108
1702
$23.2K ﹤0.01%
501
-253
1703
$23.2K ﹤0.01%
227
1704
$23.1K ﹤0.01%
357
1705
$23K ﹤0.01%
149
1706
$23K ﹤0.01%
612
-62,430
1707
$22.9K ﹤0.01%
521
-50
1708
$22.9K ﹤0.01%
1,384
1709
$22.9K ﹤0.01%
1,233
1710
$22.8K ﹤0.01%
693
+1
1711
$22.8K ﹤0.01%
1,567
-29
1712
$22.7K ﹤0.01%
901
1713
$22.7K ﹤0.01%
487
-1
1714
$22.5K ﹤0.01%
452
-129
1715
$22.5K ﹤0.01%
1,670
-100
1716
$22.4K ﹤0.01%
1,033
-67
1717
$22.3K ﹤0.01%
765
-1,589
1718
$22.3K ﹤0.01%
479
1719
$22.2K ﹤0.01%
622
1720
$22.1K ﹤0.01%
225
+123
1721
$22.1K ﹤0.01%
867
-500
1722
$22.1K ﹤0.01%
460
1723
$22K ﹤0.01%
+600
1724
$22K ﹤0.01%
894
1725
$21.9K ﹤0.01%
1,375
67 68
69
70 71