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
1876
$15K ﹤0.01%
82
-80
1877
$15K ﹤0.01%
+500
1878
$15K ﹤0.01%
1,590
-129
1879
$14.9K ﹤0.01%
+420
1880
$14.9K ﹤0.01%
508
-425
1881
$14.9K ﹤0.01%
167
-334
1882
$14.9K ﹤0.01%
45
-78
1883
$14.9K ﹤0.01%
+466
1884
$14.8K ﹤0.01%
150
-27
1885
$14.8K ﹤0.01%
495
1886
$14.8K ﹤0.01%
641
1887
$14.7K ﹤0.01%
583
-757
1888
$14.7K ﹤0.01%
200
1889
$14.7K ﹤0.01%
411
1890
$14.6K ﹤0.01%
339
1891
$14.6K ﹤0.01%
549
-150
1892
$14.5K ﹤0.01%
44
1893
$14.5K ﹤0.01%
706
-810
1894
$14.4K ﹤0.01%
640
1895
$14.4K ﹤0.01%
1,408
1896
$14.3K ﹤0.01%
1,100
1897
$14.3K ﹤0.01%
524
1898
$14.3K ﹤0.01%
440
1899
$14.3K ﹤0.01%
565
+6
1900
$14.2K ﹤0.01%
666
74 75
76
77 78