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
2126
$6.61K ﹤0.01%
100
2127
$6.61K ﹤0.01%
410
+6
2128
$6.6K ﹤0.01%
178
2129
$6.56K ﹤0.01%
135
-390
2130
$6.56K ﹤0.01%
169
2131
$6.55K ﹤0.01%
245
-220
2132
$6.54K ﹤0.01%
953
+59
2133
$6.53K ﹤0.01%
210
-193
2134
$6.51K ﹤0.01%
65
-165
2135
$6.51K ﹤0.01%
+52
2136
$6.5K ﹤0.01%
185
+3
2137
$6.49K ﹤0.01%
168
+55
2138
$6.47K ﹤0.01%
170
+98
2139
$6.46K ﹤0.01%
+462
2140
$6.45K ﹤0.01%
37
+9
2141
$6.45K ﹤0.01%
1,295
+1,100
2142
$6.43K ﹤0.01%
1,053
2143
$6.43K ﹤0.01%
251
2144
$6.43K ﹤0.01%
1,237
2145
$6.38K ﹤0.01%
100
2146
$6.36K ﹤0.01%
150
+126
2147
$6.34K ﹤0.01%
454
+21
2148
$6.33K ﹤0.01%
155
2149
$6.32K ﹤0.01%
+155
2150
$6.3K ﹤0.01%
41
84 85
86
87 88