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
1726
$21.9K ﹤0.01%
1,190
1727
$21.9K ﹤0.01%
836
1728
$21.9K ﹤0.01%
1,248
+133
1729
$21.9K ﹤0.01%
266
1730
$21.8K ﹤0.01%
725
1731
$21.8K ﹤0.01%
787
-1,226
1732
$21.7K ﹤0.01%
1,118
+3
1733
$21.6K ﹤0.01%
499
+129
1734
$21.6K ﹤0.01%
45
-38
1735
$21.6K ﹤0.01%
1,070
+110
1736
$21.6K ﹤0.01%
200
+98
1737
$21.6K ﹤0.01%
3,437
-1,895
1738
$21.6K ﹤0.01%
601
+491
1739
$21.6K ﹤0.01%
1,555
+1,055
1740
$21.5K ﹤0.01%
1,500
1741
$21.4K ﹤0.01%
727
-61
1742
$21.3K ﹤0.01%
127
+4
1743
$21.2K ﹤0.01%
777
-290
1744
$20.9K ﹤0.01%
251
1745
$20.8K ﹤0.01%
4,000
-8,200
1746
$20.8K ﹤0.01%
158
+52
1747
$20.7K ﹤0.01%
407
-31
1748
$20.7K ﹤0.01%
208
+2
1749
$20.6K ﹤0.01%
1,941
1750
$20.5K ﹤0.01%
763
-178
68 69
70
71 72