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
2026
$10.1K ﹤0.01%
1,307
-123
2027
$10K ﹤0.01%
+320
2028
$10K ﹤0.01%
40
2029
$10K ﹤0.01%
2,000
-400
2030
$9.99K ﹤0.01%
60
2031
$9.97K ﹤0.01%
163
2032
$9.94K ﹤0.01%
26
+2
2033
$9.92K ﹤0.01%
867
+500
2034
$9.86K ﹤0.01%
1,100
2035
$9.82K ﹤0.01%
508
2036
$9.8K ﹤0.01%
400
2037
$9.78K ﹤0.01%
214
2038
$9.76K ﹤0.01%
525
2039
$9.73K ﹤0.01%
422
+385
2040
$9.73K ﹤0.01%
312
2041
$9.69K ﹤0.01%
217
+3
2042
$9.67K ﹤0.01%
1,907
+955
2043
$9.63K ﹤0.01%
4,260
-1,101
2044
$9.62K ﹤0.01%
520
+300
2045
$9.62K ﹤0.01%
339
+1
2046
$9.57K ﹤0.01%
2,376
+1,018
2047
$9.57K ﹤0.01%
197
2048
$9.52K ﹤0.01%
124
+24
2049
$9.51K ﹤0.01%
200
2050
$9.51K ﹤0.01%
141
80 81
82
83 84