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
2101
$8.61K ﹤0.01%
249
2102
$8.58K ﹤0.01%
65
2103
$8.56K ﹤0.01%
+200
2104
$8.56K ﹤0.01%
70
2105
$8.55K ﹤0.01%
160
2106
$8.53K ﹤0.01%
75
-324
2107
$8.5K ﹤0.01%
415
+2
2108
$8.5K ﹤0.01%
200
2109
$8.49K ﹤0.01%
139
+1
2110
$8.47K ﹤0.01%
150
2111
$8.45K ﹤0.01%
251
-99
2112
$8.43K ﹤0.01%
100
2113
$8.43K ﹤0.01%
155
2114
$8.42K ﹤0.01%
64
2115
$8.4K ﹤0.01%
171
2116
$8.4K ﹤0.01%
240
-103
2117
$8.39K ﹤0.01%
50
+1
2118
$8.36K ﹤0.01%
142
2119
$8.36K ﹤0.01%
37
-112
2120
$8.34K ﹤0.01%
49
-308
2121
$8.27K ﹤0.01%
179
2122
$8.25K ﹤0.01%
69
2123
$8.22K ﹤0.01%
180
2124
$8.21K ﹤0.01%
24
2125
$8.2K ﹤0.01%
1,043
+126
83 84
85
86 87