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
1801
$17.8K ﹤0.01%
212
1802
$17.8K ﹤0.01%
1,000
1803
$17.7K ﹤0.01%
739
1804
$17.7K ﹤0.01%
155
1805
$17.7K ﹤0.01%
230
1806
$17.6K ﹤0.01%
316
+239
1807
$17.6K ﹤0.01%
1,081
-137
1808
$17.5K ﹤0.01%
1,932
+1,150
1809
$17.5K ﹤0.01%
159
-78
1810
$17.4K ﹤0.01%
351
-249
1811
$17.4K ﹤0.01%
205
1812
$17.4K ﹤0.01%
238
-610
1813
$17.3K ﹤0.01%
700
-99
1814
$17.3K ﹤0.01%
808
+40
1815
$17.2K ﹤0.01%
325
1816
$17.1K ﹤0.01%
641
1817
$17K ﹤0.01%
470
1818
$17K ﹤0.01%
500
1819
$16.9K ﹤0.01%
58
+2
1820
$16.9K ﹤0.01%
2,275
-300
1821
$16.8K ﹤0.01%
1,200
1822
$16.8K ﹤0.01%
300
1823
$16.7K ﹤0.01%
462
-762
1824
$16.7K ﹤0.01%
200
1825
$16.7K ﹤0.01%
336
+210
71 72
73
74 75