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
2126
$8.19K ﹤0.01%
727
2127
$8.18K ﹤0.01%
300
2128
$8.18K ﹤0.01%
102
2129
$8.15K ﹤0.01%
94
+1
2130
$8.09K ﹤0.01%
1,005
2131
$8.08K ﹤0.01%
328
2132
$8.01K ﹤0.01%
291
+153
2133
$8K ﹤0.01%
274
2134
$7.99K ﹤0.01%
200
2135
$7.98K ﹤0.01%
710
+337
2136
$7.95K ﹤0.01%
36
+1
2137
$7.93K ﹤0.01%
125
2138
$7.9K ﹤0.01%
309
-42
2139
$7.84K ﹤0.01%
500
2140
$7.78K ﹤0.01%
95
-15
2141
$7.74K ﹤0.01%
175
-8
2142
$7.71K ﹤0.01%
565
2143
$7.69K ﹤0.01%
220
2144
$7.67K ﹤0.01%
43
2145
$7.66K ﹤0.01%
636
+311
2146
$7.63K ﹤0.01%
164
+2
2147
$7.61K ﹤0.01%
174
2148
$7.6K ﹤0.01%
100
2149
$7.58K ﹤0.01%
220
2150
$7.57K ﹤0.01%
433
84 85
86
87 88