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
1726
$17.8K ﹤0.01%
1,700
1727
$17.7K ﹤0.01%
2,050
+244
1728
$17.7K ﹤0.01%
147
+2
1729
$17.7K ﹤0.01%
726
1730
$17.7K ﹤0.01%
898
+8
1731
$17.7K ﹤0.01%
890
+60
1732
$17.7K ﹤0.01%
1,110
1733
$17.7K ﹤0.01%
581
+8
1734
$17.5K ﹤0.01%
1,336
-351
1735
$17.4K ﹤0.01%
920
-2,750
1736
$17.4K ﹤0.01%
1,150
-255
1737
$17.3K ﹤0.01%
814
1738
$17.3K ﹤0.01%
1,200
1739
$17.1K ﹤0.01%
750
+400
1740
$17.1K ﹤0.01%
2,518
-600
1741
$17.1K ﹤0.01%
605
+189
1742
$17K ﹤0.01%
473
+142
1743
$16.9K ﹤0.01%
4,697
+1,109
1744
$16.9K ﹤0.01%
102
+24
1745
$16.8K ﹤0.01%
+523
1746
$16.8K ﹤0.01%
500
1747
$16.8K ﹤0.01%
1,103
-332
1748
$16.8K ﹤0.01%
816
+78
1749
$16.7K ﹤0.01%
1,634
-16
1750
$16.7K ﹤0.01%
3,700
68 69
70
71 72