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
1851
$12.8K ﹤0.01%
264
+18
1852
$12.8K ﹤0.01%
+1,000
1853
$12.8K ﹤0.01%
932
1854
$12.7K ﹤0.01%
400
1855
$12.6K ﹤0.01%
860
-334
1856
$12.6K ﹤0.01%
1,400
1857
$12.6K ﹤0.01%
176
+1
1858
$12.6K ﹤0.01%
187
-37
1859
$12.6K ﹤0.01%
57
1860
$12.5K ﹤0.01%
614
-1,624
1861
$12.4K ﹤0.01%
150
-113
1862
$12.4K ﹤0.01%
207
-22
1863
$12.4K ﹤0.01%
660
+125
1864
$12.4K ﹤0.01%
2,263
1865
$12.3K ﹤0.01%
1,555
-350
1866
$12.3K ﹤0.01%
672
-67
1867
$12.3K ﹤0.01%
185
1868
$12.3K ﹤0.01%
24
+8
1869
$12.2K ﹤0.01%
272
-44
1870
$12.2K ﹤0.01%
349
-930
1871
$12.2K ﹤0.01%
94
+85
1872
$12.1K ﹤0.01%
999
1873
$12K ﹤0.01%
262
-100
1874
$12K ﹤0.01%
+382
1875
$12K ﹤0.01%
514
-14
73 74
75
76 77