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
2026
$8.37K ﹤0.01%
101
+9
2027
$8.36K ﹤0.01%
112
+2
2028
$8.34K ﹤0.01%
58
+6
2029
$8.33K ﹤0.01%
228
+3
2030
$8.33K ﹤0.01%
185
2031
$8.3K ﹤0.01%
+135
2032
$8.28K ﹤0.01%
139
-9
2033
$8.27K ﹤0.01%
734
-217
2034
$8.24K ﹤0.01%
264
2035
$8.17K ﹤0.01%
+58
2036
$8.16K ﹤0.01%
1,126
2037
$8.13K ﹤0.01%
+70
2038
$8.12K ﹤0.01%
47
+1
2039
$8.08K ﹤0.01%
1,090
2040
$8.05K ﹤0.01%
2,439
+150
2041
$7.98K ﹤0.01%
500
2042
$7.98K ﹤0.01%
2,100
+1,100
2043
$7.98K ﹤0.01%
1,000
2044
$7.98K ﹤0.01%
1,191
-153
2045
$7.95K ﹤0.01%
+24
2046
$7.94K ﹤0.01%
774
-77
2047
$7.91K ﹤0.01%
138
-75
2048
$7.91K ﹤0.01%
100
2049
$7.89K ﹤0.01%
100
-19
2050
$7.88K ﹤0.01%
500
80 81
82
83 84