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
2076
$9.02K ﹤0.01%
571
2077
$9.02K ﹤0.01%
97
2078
$9.01K ﹤0.01%
350
+2
2079
$8.99K ﹤0.01%
60
2080
$8.99K ﹤0.01%
261
-212
2081
$8.97K ﹤0.01%
280
+1
2082
$8.96K ﹤0.01%
190
2083
$8.94K ﹤0.01%
355
+1
2084
$8.93K ﹤0.01%
47
+2
2085
$8.91K ﹤0.01%
105
-38
2086
$8.91K ﹤0.01%
170
2087
$8.89K ﹤0.01%
140
2088
$8.87K ﹤0.01%
1,757
+38
2089
$8.87K ﹤0.01%
422
-88
2090
$8.85K ﹤0.01%
+1,000
2091
$8.82K ﹤0.01%
92
-84
2092
$8.81K ﹤0.01%
438
+73
2093
$8.8K ﹤0.01%
380
2094
$8.8K ﹤0.01%
700
2095
$8.72K ﹤0.01%
97
+6
2096
$8.71K ﹤0.01%
23
-38
2097
$8.68K ﹤0.01%
78
2098
$8.67K ﹤0.01%
206
2099
$8.67K ﹤0.01%
16
2100
$8.62K ﹤0.01%
41
-15
82 83
84
85 86