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
2051
$7.86K ﹤0.01%
142
+141
2052
$7.84K ﹤0.01%
250
2053
$7.83K ﹤0.01%
50
2054
$7.82K ﹤0.01%
699
-140
2055
$7.8K ﹤0.01%
220
+7
2056
$7.8K ﹤0.01%
114
2057
$7.79K ﹤0.01%
300
2058
$7.79K ﹤0.01%
106
+44
2059
$7.77K ﹤0.01%
40
2060
$7.77K ﹤0.01%
498
2061
$7.76K ﹤0.01%
120
+7
2062
$7.71K ﹤0.01%
166
2063
$7.7K ﹤0.01%
1,100
2064
$7.68K ﹤0.01%
260
2065
$7.66K ﹤0.01%
100
-500
2066
$7.63K ﹤0.01%
100
2067
$7.63K ﹤0.01%
328
2068
$7.59K ﹤0.01%
329
+52
2069
$7.57K ﹤0.01%
2,035
2070
$7.57K ﹤0.01%
270
2071
$7.54K ﹤0.01%
162
+2
2072
$7.54K ﹤0.01%
299
2073
$7.51K ﹤0.01%
1,742
+1,250
2074
$7.5K ﹤0.01%
179
2075
$7.48K ﹤0.01%
175
-498
81 82
83
84 85