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
1751
$20.4K ﹤0.01%
2,141
+26
1752
$20.3K ﹤0.01%
1,725
-310
1753
$20.3K ﹤0.01%
380
+2
1754
$20.1K ﹤0.01%
218
1755
$20.1K ﹤0.01%
380
1756
$20K ﹤0.01%
377
+204
1757
$19.9K ﹤0.01%
798
-3,598
1758
$19.8K ﹤0.01%
67
-7
1759
$19.8K ﹤0.01%
276
+17
1760
$19.8K ﹤0.01%
1,755
-257
1761
$19.7K ﹤0.01%
65
+5
1762
$19.7K ﹤0.01%
790
+200
1763
$19.7K ﹤0.01%
1,295
1764
$19.7K ﹤0.01%
2,100
1765
$19.7K ﹤0.01%
941
1766
$19.6K ﹤0.01%
764
1767
$19.6K ﹤0.01%
+700
1768
$19.6K ﹤0.01%
484
1769
$19.6K ﹤0.01%
487
+4
1770
$19.2K ﹤0.01%
501
1771
$19.2K ﹤0.01%
285
+1
1772
$19.1K ﹤0.01%
355
-71
1773
$19.1K ﹤0.01%
219
-9
1774
$19.1K ﹤0.01%
9,000
1775
$19.1K ﹤0.01%
1,310
69 70
71
72 73