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
1801
$14.5K ﹤0.01%
176
+4
1802
$14.5K ﹤0.01%
1,970
-625
1803
$14.5K ﹤0.01%
568
+202
1804
$14.4K ﹤0.01%
179
+36
1805
$14.3K ﹤0.01%
223
1806
$14.3K ﹤0.01%
134
+1
1807
$14.3K ﹤0.01%
823
1808
$14.2K ﹤0.01%
212
1809
$14.2K ﹤0.01%
+1,507
1810
$14.2K ﹤0.01%
280
1811
$14.2K ﹤0.01%
65
+14
1812
$14.1K ﹤0.01%
1,143
-285
1813
$14.1K ﹤0.01%
1,350
1814
$14K ﹤0.01%
1,522
-390
1815
$14K ﹤0.01%
510
1816
$14K ﹤0.01%
440
+65
1817
$13.9K ﹤0.01%
215
-31
1818
$13.9K ﹤0.01%
1,626
+1,326
1819
$13.9K ﹤0.01%
203
-60
1820
$13.8K ﹤0.01%
200
1821
$13.8K ﹤0.01%
41
+11
1822
$13.8K ﹤0.01%
79
+2
1823
$13.8K ﹤0.01%
197
-45
1824
$13.8K ﹤0.01%
398
-126
1825
$13.8K ﹤0.01%
630
+109
71 72
73
74 75